Filed July 1, 1996
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 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,580 | $62,928-78.4% | $172,739-92.1% | $67,579-79.9% |
| Participation rate | 88.3% | 64.5%+23.9pp | 82.6%+5.7pp | 71.3%+17.1pp |
| Annual return | 52.01% | 30.36%+21.6pp | 802.84%-750.8pp | 378.56%-326.5pp |
| Employer contribution / active EE | $979 | $1,636-40.2% | $5,143-81.0% | $2,148-54.4% |
| Participant deferral / active EE | $1,250 | $2,145-41.7% | $5,198-76.0% | $3,539-64.7% |
| Admin fee / account holder | $52 | $167-68.9% | $13,954-99.6% | $142-63.6% |