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 | $91,329 | $69,305+31.8% | $82,313+11.0% | $69,631+31.2% |
| Participation rate | 97.0% | 80.3%+16.8pp | 76.9%+20.1pp | 70.7%+26.3pp |
| Annual return | 18.70% | 21.47%-2.8pp | 25.88%-7.2pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $1,613 | $1,887-14.5% | $2,428-33.6% | $2,032-20.6% |
| Participant deferral / active EE | $4,693 | $3,568+31.5% | $3,706+26.6% | $3,224+45.6% |
| Admin fee / account holder | $244 | $97+151.6% | $5,608-95.6% | $110+121.4% |