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 | $415,655 | $88,594+369.2% | $70,092+493.0% | $134,475+209.1% |
| Participation rate | 92.3% | 74.9%+17.4pp | 70.5%+21.8pp | 81.2%+11.1pp |
| Annual return | -18.45% | 442.67%-461.1pp | 190.73%-209.2pp | 417.96%-436.4pp |
| Employer contribution / active EE | $10,137 | $3,233+213.6% | $2,559+296.2% | $4,740+113.9% |
| Participant deferral / active EE | $8,828 | $4,772+85.0% | $3,849+129.4% | $6,400+37.9% |
| Admin fee / account holder | $13,000 | $10,441+24.5% | $6,267+107.4% | $11,426+13.8% |