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 | $803,453 | $142,344+464.4% | $119,609+571.7% | $134,475+497.5% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.3%+15.2pp | 81.2%+13.2pp |
| Annual return | -10.27% | -12.44%+2.2pp | -14.97%+4.7pp | 417.96%-428.2pp |
| Employer contribution / active EE | $19,906 | $5,222+281.2% | $4,232+370.4% | $4,740+320.0% |
| Participant deferral / active EE | $20,412 | $6,469+215.5% | $5,602+264.4% | $6,400+218.9% |
| Admin fee / account holder | $3,186 | $13,584-76.5% | $10,323-69.1% | $11,426-72.1% |