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 | $79,761 | $63,905+24.8% | $74,183+7.5% | $57,658+38.3% |
| Participation rate | 97.7% | 79.8%+17.9pp | 76.6%+21.1pp | 70.2%+27.5pp |
| Annual return | 10.02% | 60.60%-50.6pp | 17.74%-7.7pp | 5.13%+4.9pp |
| Employer contribution / active EE | $1,619 | $1,840-12.1% | $2,370-31.7% | $1,974-18.0% |
| Participant deferral / active EE | $4,638 | $3,448+34.5% | $3,550+30.7% | $3,061+51.5% |
| Admin fee / account holder | $227 | $91+149.6% | $5,586-95.9% | $95+140.5% |