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 | $2,974,966 | $101,724+2824.5% | $164,813+1705.1% | $80,856+3579.3% |
| Participation rate | 98.5% | 71.8%+26.6pp | 78.6%+19.9pp | 67.6%+30.8pp |
| Annual return | 32.91% | 16.72%+16.2pp | 69.93%-37.0pp | 35.59%-2.7pp |
| Employer contribution / active EE | $28,119 | $2,953+852.1% | $4,341+547.8% | $2,755+920.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $157,855 | $8,227+1818.7% | $12,690+1143.9% | $6,918+2181.8% |