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 | $102,083 | $105,247-3.0% | $87,100+17.2% | $77,787+31.2% |
| Participation rate | 99.6% | 85.8%+13.8pp | 76.9%+22.7pp | 73.2%+26.3pp |
| Annual return | 17.49% | 24.52%-7.0pp | 28.19%-10.7pp | 32.57%-15.1pp |
| Employer contribution / active EE | $2,154 | $2,895-25.6% | $2,521-14.6% | $2,504-14.0% |
| Participant deferral / active EE | $6,518 | $5,060+28.8% | $4,049+61.0% | $3,967+64.3% |
| Admin fee / account holder | $230 | $104+120.5% | $7,497-96.9% | $100+130.3% |