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 | $440,170 | $201,272+118.7% | $184,203+139.0% | $145,922+201.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.68% | 29.00%-25.3pp | 28.81%-25.1pp | 561.29%-557.6pp |
| Employer contribution / active EE | $2,712 | $7,022-61.4% | $6,427-57.8% | $4,660-41.8% |
| Participant deferral / active EE | $9,690 | $9,806-1.2% | $9,131+6.1% | $6,688+44.9% |
| Admin fee / account holder | $815 | $16,364-95.0% | $13,901-94.1% | $13,397-93.9% |