Filed December 20, 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,209 | $83,458+125.5% | $123,104+52.9% | $67,505+178.8% |
| Participation rate | 97.2% | 84.5%+12.7pp | 86.8%+10.4pp | 71.2%+26.0pp |
| Annual return | 3.22% | 1.29%+1.9pp | 13.22%-10.0pp | 6.52%-3.3pp |
| Employer contribution / active EE | $3,899 | $3,087+26.3% | $5,151-24.3% | $2,173+79.4% |
| Participant deferral / active EE | $8,957 | $5,379+66.5% | $6,230+43.8% | $3,597+149.0% |
| Admin fee / account holder | $30 | $60-49.9% | $9,015-99.7% | $56-46.7% |