Filed April 15, 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 | $272,109 | $95,416+185.2% | $185,823+46.4% | $85,850+217.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.54% | 23.59%-11.0pp | 122.05%-109.5pp | 318.53%-306.0pp |
| Employer contribution / active EE | $13,568 | $3,314+309.4% | $5,167+162.6% | $2,565+428.9% |
| Participant deferral / active EE | $8,132 | $3,423+137.5% | $5,568+46.0% | $3,952+105.8% |
| Admin fee / account holder | $11,305 | $7,213+56.7% | $16,237-30.4% | $6,260+80.6% |