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 | $114,629 | $144,996-20.9% | $111,297+3.0% | $93,030+23.2% |
| Participation rate | 98.8% | 86.2%+12.7pp | 77.3%+21.5pp | 73.9%+24.9pp |
| Annual return | 12.61% | 18.26%-5.6pp | 54.65%-42.0pp | 158.70%-146.1pp |
| Employer contribution / active EE | $1,818 | $3,056-40.5% | $2,731-33.4% | $2,706-32.8% |
| Participant deferral / active EE | $5,788 | $5,587+3.6% | $4,487+29.0% | $4,562+26.9% |
| Admin fee / account holder | $222 | $103+115.0% | $7,964-97.2% | $152+46.7% |