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 | $418,148 | $185,822+125.0% | $169,993+146.0% | $139,434+199.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.39% | 60.50%-55.1pp | 53.37%-48.0pp | 372.94%-367.6pp |
| Employer contribution / active EE | $2,312 | $7,590-69.5% | $6,785-65.9% | $4,751-51.3% |
| Participant deferral / active EE | $8,971 | $11,622-22.8% | $10,408-13.8% | $6,710+33.7% |
| Admin fee / account holder | $849 | $15,381-94.5% | $12,815-93.4% | $11,403-92.6% |