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 | $99,861 | $80,211+24.5% | $74,183+34.6% | $63,975+56.1% |
| Participation rate | 96.1% | 84.2%+11.9pp | 76.6%+19.5pp | 71.1%+24.9pp |
| Annual return | 11.24% | 14.13%-2.9pp | 17.74%-6.5pp | 48.65%-37.4pp |
| Employer contribution / active EE | $2,083 | $2,553-18.4% | $2,370-12.1% | $2,182-4.5% |
| Participant deferral / active EE | $6,379 | $4,370+46.0% | $3,550+79.7% | $3,356+90.1% |
| Admin fee / account holder | $170 | $67+152.7% | $5,586-97.0% | $70+141.1% |