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 | $196,704 | $82,683+137.9% | $133,980+46.8% | $65,292+201.3% |
| Participation rate | 97.0% | 87.3%+9.7pp | 87.1%+9.9pp | 72.4%+24.6pp |
| Annual return | 7.11% | 9.63%-2.5pp | 29.30%-22.2pp | 11.84%-4.7pp |
| Employer contribution / active EE | $4,041 | $3,583+12.8% | $5,211-22.5% | $2,302+75.6% |
| Participant deferral / active EE | $9,275 | $5,190+78.7% | $6,282+47.7% | $3,579+159.2% |
| Admin fee / account holder | $31 | $66-52.5% | $9,324-99.7% | $57-45.5% |