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 | $423,751 | $99,918+324.1% | $81,382+420.7% | $145,922+190.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.27% | 34.32%-25.1pp | 24.73%-15.5pp | 561.29%-552.0pp |
| Employer contribution / active EE | $13,762 | $2,978+362.2% | $2,463+458.8% | $4,660+195.3% |
| Participant deferral / active EE | $9,280 | $4,605+101.5% | $3,883+139.0% | $6,688+38.8% |
| Admin fee / account holder | $10,404 | $8,212+26.7% | $5,768+80.4% | $13,397-22.3% |