Filed February 28, 1995
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 | $296,237 | $100,041+196.1% | $149,718+97.9% | $70,131+322.4% |
| Participation rate | 87.1% | 83.6%+3.5pp | 87.1%0pp | 69.5%+17.6pp |
| Annual return | 16.88% | 27.43%-10.5pp | 1501.63%-1484.7pp | 73.14%-56.3pp |
| Employer contribution / active EE | $2,367 | $3,662-35.3% | $5,445-56.5% | $2,342+1.1% |
| Participant deferral / active EE | $15,081 | $4,983+202.7% | $6,569+129.6% | $3,332+352.6% |
| Admin fee / account holder | $15,828 | $8,286+91.0% | $11,283+40.3% | $4,645+240.7% |