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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,705 | $156,529+19.9% | $93,606+100.5% | $82,204+128.3% |
| Participation rate | 95.2% | 86.5%+8.7pp | 75.8%+19.4pp | 73.4%+21.8pp |
| Annual return | 18.49% | 20.36%-1.9pp | 32.76%-14.3pp | 26.31%-7.8pp |
| Employer contribution / active EE | $6,279 | $4,800+30.8% | $2,718+131.0% | $2,707+131.9% |
| Participant deferral / active EE | $8,064 | $6,674+20.8% | $4,069+98.2% | $4,246+89.9% |
| Admin fee / account holder | $0 | $65-100.0% | $7,888-100.0% | $76-100.0% |