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 | $83,511 | $130,141-35.8% | $86,677-3.7% | $77,904+7.2% |
| Participation rate | 87.5% | 85.9%+1.5pp | 76.6%+10.9pp | 73.7%+13.8pp |
| Annual return | -8.07% | -12.75%+4.7pp | 35.91%-44.0pp | 12.21%-20.3pp |
| Employer contribution / active EE | $1,497 | $3,220-53.5% | $2,836-47.2% | $2,848-47.4% |
| Participant deferral / active EE | $4,923 | $5,757-14.5% | $4,656+5.7% | $4,806+2.4% |
| Admin fee / account holder | $173 | $132+31.5% | $7,493-97.7% | $133+30.7% |