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 | $356,571 | $95,561+273.1% | $77,163+362.1% | $139,434+155.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.78% | 54.92%-42.1pp | 37.87%-25.1pp | 372.94%-360.2pp |
| Employer contribution / active EE | $9,751 | $3,147+209.8% | $2,535+284.7% | $4,751+105.2% |
| Participant deferral / active EE | $7,103 | $4,624+53.6% | $3,833+85.3% | $6,710+5.9% |
| Admin fee / account holder | $18,980 | $8,295+128.8% | $5,472+246.9% | $11,403+66.5% |