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 | $213,271 | $153,507+38.9% | $106,548+100.2% | $101,517+110.1% |
| Participation rate | 94.6% | 86.3%+8.3pp | 76.1%+18.5pp | 74.6%+20.1pp |
| Annual return | 12.96% | 15.11%-2.2pp | 26.80%-13.8pp | 21.00%-8.0pp |
| Employer contribution / active EE | $6,127 | $4,668+31.3% | $2,819+117.3% | $2,973+106.1% |
| Participant deferral / active EE | $8,809 | $7,264+21.3% | $4,398+100.3% | $4,873+80.8% |
| Admin fee / account holder | $0 | $74-100.0% | $7,407-100.0% | $139-100.0% |