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 | $89,105 | $104,697-14.9% | $96,544-7.7% | $80,160+11.2% |
| Participation rate | 99.3% | 86.4%+13.0pp | 76.0%+23.4pp | 72.9%+26.4pp |
| Annual return | -1.47% | 21.78%-23.3pp | 25.84%-27.3pp | 40.38%-41.9pp |
| Employer contribution / active EE | $1,534 | $3,536-56.6% | $2,965-48.2% | $2,978-48.5% |
| Participant deferral / active EE | $4,982 | $6,188-19.5% | $4,851+2.7% | $5,017-0.7% |
| Admin fee / account holder | $179 | $107+67.7% | $8,252-97.8% | $145+23.5% |