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 | $84,237 | $78,852+6.8% | $76,768+9.7% | $75,289+11.9% |
| Participation rate | 96.9% | 85.0%+11.9pp | 77.0%+19.9pp | 72.4%+24.5pp |
| Annual return | -5.01% | -1.29%-3.7pp | 2.43%-7.4pp | -0.04%-5.0pp |
| Employer contribution / active EE | $2,100 | $2,794-24.8% | $2,485-15.5% | $2,405-12.7% |
| Participant deferral / active EE | $6,361 | $4,800+32.5% | $3,852+65.2% | $3,739+70.1% |
| Admin fee / account holder | $228 | $79+189.1% | $6,675-96.6% | $102+123.2% |