Filed January 28, 1997 (most recent of 3 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,852 | $106,649+51.8% | $80,019+102.3% | $68,904+134.9% |
| Participation rate | 96.4% | 88.1%+8.3pp | 75.8%+20.6pp | 74.1%+22.3pp |
| Annual return | -4.35% | -0.87%-3.5pp | 11.22%-15.6pp | 1.07%-5.4pp |
| Employer contribution / active EE | $6,588 | $4,132+59.5% | $2,468+167.0% | $2,540+159.3% |
| Participant deferral / active EE | $8,744 | $6,395+36.7% | $3,686+137.3% | $4,015+117.8% |
| Admin fee / account holder | $0 | $58-100.0% | $6,521-100.0% | $71-100.0% |