Filed January 13, 1995
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 | $286,905 | $91,911+212.2% | $68,793+317.1% | $135,375+111.9% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -5.75% | -8.22%+2.5pp | -4.63%-1.1pp | 519.73%-525.5pp |
| Employer contribution / active EE | $8,181 | $3,924+108.5% | $2,625+211.7% | $4,779+71.2% |
| Participant deferral / active EE | $5,551 | $4,315+28.6% | $3,311+67.7% | $5,609-1.0% |
| Admin fee / account holder | $10,825 | $9,240+17.1% | $5,131+111.0% | $10,8270% |