Filed March 6, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,164 | $197,591+74.7% | $177,821+94.1% | $158,922+117.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.49% | 58.76%-55.3pp | 48.32%-44.8pp | 302.83%-299.3pp |
| Employer contribution / active EE | $14,186 | $6,697+111.8% | $5,918+139.7% | $4,761+197.9% |
| Participant deferral / active EE | $7,469 | $8,405-11.1% | $7,714-3.2% | $5,982+24.8% |
| Admin fee / account holder | $40,004 | $15,399+159.8% | $12,427+221.9% | $11,246+255.7% |