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 | $770,257 | $162,781+373.2% | $133,956+475.0% | $158,922+384.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.40% | 41.94%-27.5pp | 45.09%-30.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $25,549 | $4,975+413.5% | $3,919+552.0% | $4,761+436.6% |
| Participant deferral / active EE | $17,219 | $5,911+191.3% | $5,048+241.1% | $5,982+187.8% |
| Admin fee / account holder | $67,658 | $11,736+476.5% | $8,927+657.9% | $11,246+501.6% |