Filed January 6, 1997 (most recent of 2 filings on file)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,738 | $110,299-10.5% | $102,423-3.6% | $199,593-50.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 76.5%+23.5pp | 72.0%+28.0pp |
| Annual return | 7.75% | 35.73%-28.0pp | 29.32%-21.6pp | 34.25%-26.5pp |
| Employer contribution / active EE | $1,920 | $3,603-46.7% | $3,023-36.5% | $3,034-36.7% |
| Participant deferral / active EE | $6,087 | $6,376-4.5% | $5,053+20.5% | $5,087+19.7% |
| Admin fee / account holder | $189 | $122+54.2% | $9,451-98.0% | $269-29.9% |