Filed March 13, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,772 | $100,852+225.0% | $90,404+262.6% | $158,922+106.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.38% | 1724.20%-1709.8pp | 1293.02%-1278.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $19,386 | $3,689+425.6% | $3,262+494.3% | $4,761+307.2% |
| Participant deferral / active EE | $11,911 | $4,348+174.0% | $3,963+200.5% | $5,982+99.1% |
| Admin fee / account holder | $1,087 | $6,501-83.3% | $5,611-80.6% | $11,246-90.3% |