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 | $656,174 | $201,272+226.0% | $184,203+256.2% | $145,922+349.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.66% | 29.00%-13.3pp | 28.81%-13.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,832 | $7,022-73.9% | $6,427-71.5% | $4,660-60.7% |
| Participant deferral / active EE | $8,752 | $9,806-10.7% | $9,131-4.2% | $6,688+30.9% |
| Admin fee / account holder | $28,701 | $16,364+75.4% | $13,901+106.5% | $13,397+114.2% |