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 | $672,285 | $152,587+340.6% | $125,175+437.1% | $152,861+339.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.21% | 54.84%-39.6pp | 43.79%-28.6pp | 345.32%-330.1pp |
| Employer contribution / active EE | $24,237 | $4,946+390.0% | $3,865+527.0% | $4,762+408.9% |
| Participant deferral / active EE | $14,881 | $5,868+153.6% | $4,937+201.4% | $5,850+154.4% |
| Admin fee / account holder | $5,855 | $13,434-56.4% | $9,702-39.6% | $11,596-49.5% |