Filed February 13, 1996 (most recent of 2 filings on file)
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 | $268,738 | $87,733+206.3% | $106,548+152.2% | $85,850+213.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 16.27% | 21.86%-5.6pp | 26.80%-10.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $18,352 | $2,073+785.3% | $2,819+551.1% | $2,565+615.5% |
| Participant deferral / active EE | $15,373 | $3,469+343.1% | $4,398+249.5% | $3,952+289.0% |
| Admin fee / account holder | $7,275 | $6,767+7.5% | $7,407-1.8% | $6,260+16.2% |