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 | $211,456 | $104,281+102.8% | $140,016+51.0% | $68,904+206.9% |
| Participation rate | 96.5% | 89.1%+7.4pp | 87.5%+9.0pp | 74.1%+22.4pp |
| Annual return | -0.01% | -1.33%+1.3pp | 651.12%-651.1pp | 1.07%-1.1pp |
| Employer contribution / active EE | $4,090 | $4,070+0.5% | $5,606-27.0% | $2,540+61.0% |
| Participant deferral / active EE | $9,280 | $6,129+51.4% | $6,927+34.0% | $4,015+131.1% |
| Admin fee / account holder | $47 | $79-40.3% | $10,705-99.6% | $71-34.1% |