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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,058 | $71,957+23.8% | $67,652+31.6% | $59,188+50.5% |
| Participation rate | 95.8% | 82.7%+13.1pp | 75.7%+20.1pp | 69.4%+26.4pp |
| Annual return | 0.54% | 8.53%-8.0pp | 6625.04%-6624.5pp | 5.51%-5.0pp |
| Employer contribution / active EE | $2,069 | $2,432-14.9% | $2,266-8.7% | $2,098-1.4% |
| Participant deferral / active EE | $5,788 | $4,211+37.4% | $3,560+62.6% | $3,265+77.3% |
| Admin fee / account holder | $175 | $64+173.4% | $4,821-96.4% | $92+90.2% |