Filed January 2, 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 | $261,206 | $79,944+226.7% | $98,439+165.3% | $75,163+247.5% |
| Participation rate | 90.0% | 70.4%+19.6pp | 75.2%+14.8pp | 67.2%+22.8pp |
| Annual return | 15.94% | 19.75%-3.8pp | 21.16%-5.2pp | 160.62%-144.7pp |
| Employer contribution / active EE | $9,483 | $2,264+318.9% | $3,048+211.1% | $2,670+255.2% |
| Participant deferral / active EE | $8,169 | $3,752+117.7% | $4,738+72.4% | $4,125+98.0% |
| Admin fee / account holder | $1,041 | $6,840-84.8% | $8,948-88.4% | $5,651-81.6% |