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 | $558,860 | $135,635+312.0% | $110,238+407.0% | $135,375+312.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.54% | 513.19%-516.7pp | 314.74%-318.3pp | 519.73%-523.3pp |
| Employer contribution / active EE | $25,113 | $4,906+411.9% | $3,826+556.3% | $4,779+425.5% |
| Participant deferral / active EE | $15,158 | $5,506+175.3% | $4,672+224.4% | $5,609+170.3% |
| Admin fee / account holder | $48,887 | $11,457+326.7% | $8,547+472.0% | $10,827+351.5% |