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 4-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 | $70,905 | $72,770-2.6% | $67,652+4.8% | $55,191+28.5% |
| Participation rate | 94.4% | 78.8%+15.6pp | 75.7%+18.8pp | 69.2%+25.3pp |
| Annual return | 0.88% | -3.26%+4.1pp | 6625.04%-6624.2pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,457 | $1,769-17.7% | $2,266-35.7% | $1,899-23.3% |
| Participant deferral / active EE | $4,303 | $3,408+26.2% | $3,560+20.9% | $3,046+41.2% |
| Admin fee / account holder | $166 | $79+110.1% | $4,821-96.6% | $91+82.4% |