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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $212,580 | $96,400+120.5% | $149,718+42.0% | $177,276+19.9% |
| Participation rate | 97.5% | 88.9%+8.5pp | 87.1%+10.4pp | 74.8%+22.6pp |
| Annual return | 10.69% | 19.02%-8.3pp | 1501.63%-1490.9pp | 21.25%-10.6pp |
| Employer contribution / active EE | $4,161 | $3,680+13.1% | $5,445-23.6% | $2,479+67.9% |
| Participant deferral / active EE | $9,314 | $5,510+69.0% | $6,569+41.8% | $3,881+140.0% |
| Admin fee / account holder | $37 | $69-46.6% | $11,283-99.7% | $154-76.0% |