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 | $113,237 | $176,491-35.8% | $95,952+18.0% | $90,288+25.4% |
| Participation rate | 99.1% | 86.6%+12.5pp | 77.1%+22.0pp | 73.4%+25.8pp |
| Annual return | 12.83% | 20.14%-7.3pp | 91.61%-78.8pp | 53.97%-41.1pp |
| Employer contribution / active EE | $2,190 | $2,789-21.5% | $2,541-13.8% | $2,524-13.2% |
| Participant deferral / active EE | $6,746 | $5,340+26.3% | $4,167+61.9% | $4,232+59.4% |
| Admin fee / account holder | $258 | $154+67.8% | $6,795-96.2% | $114+126.6% |