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 | $261,875 | $93,571+179.9% | $135,903+92.7% | $75,163+248.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.62% | 30.90%-14.3pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $12,713 | $3,537+259.5% | $4,856+161.8% | $2,670+376.2% |
| Participant deferral / active EE | $11,065 | $6,404+72.8% | $7,758+42.6% | $4,125+168.2% |
| Admin fee / account holder | $11,708 | $6,975+67.9% | $10,762+8.8% | $5,651+107.2% |