Filed April 25, 1996
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $341,305 | $85,766+298.0% | $136,294+150.4% | $70,131+386.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.37% | 31.45%-20.1pp | 5155.94%-5144.6pp | 73.14%-61.8pp |
| Employer contribution / active EE | $7,713 | $2,966+160.0% | $4,695+64.3% | $2,342+229.3% |
| Participant deferral / active EE | $7,652 | $5,051+51.5% | $6,247+22.5% | $3,332+129.7% |
| Admin fee / account holder | $3,104 | $5,420-42.7% | $9,243-66.4% | $4,645-33.2% |