Filed March 11, 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.
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 | $131,400 | $74,552+76.3% | $62,995+108.6% | $69,631+88.7% |
| Participation rate | 99.2% | 78.3%+20.9pp | 74.8%+24.4pp | 70.7%+28.5pp |
| Annual return | 14.46% | 15.77%-1.3pp | 87.57%-73.1pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $4,193 | $2,929+43.1% | $2,759+52.0% | $2,032+106.3% |
| Participant deferral / active EE | $3,552 | $2,974+19.4% | $3,329+6.7% | $3,224+10.2% |
| Admin fee / account holder | $41 | $59-30.7% | $3,600-98.9% | $110-62.7% |