Filed August 9, 1994
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 | $2,001,169 | $81,208+2364.3% | $98,907+1923.3% | $79,858+2405.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.27% | 60.99%-47.7pp | 196.43%-183.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $34,271 | $1,960+1648.8% | $2,689+1174.5% | $2,471+1287.0% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $186,093 | $6,013+2994.9% | $6,642+2701.9% | $5,306+3407.0% |