Filed March 26, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $571,430 | $144,119+296.5% | $117,854+384.9% | $147,584+287.2% |
| Participation rate | 95.7% | 83.4%+12.2pp | 79.7%+16.0pp | 82.8%+12.8pp |
| Annual return | 11.18% | 531.15%-520.0pp | 335.08%-323.9pp | 578.55%-567.4pp |
| Employer contribution / active EE | $22,723 | $4,896+364.1% | $3,786+500.2% | $4,876+366.0% |
| Participant deferral / active EE | $13,742 | $5,316+158.5% | $4,482+206.6% | $5,439+152.7% |
| Admin fee / account holder | $45,428 | $10,886+317.3% | $8,020+466.4% | $10,885+317.3% |