Filed November 28, 1994
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 | $367,152 | $95,416+284.8% | $185,823+97.6% | $85,850+327.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 27.79% | 23.59%+4.2pp | 122.05%-94.3pp | 318.53%-290.7pp |
| Employer contribution / active EE | $12,933 | $3,314+290.3% | $5,167+150.3% | $2,565+404.2% |
| Participant deferral / active EE | $7,118 | $3,423+107.9% | $5,568+27.8% | $3,952+80.1% |
| Admin fee / account holder | $1,792 | $7,213-75.2% | $16,237-89.0% | $6,260-71.4% |