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 | $169,764 | $125,029+35.8% | $90,749+87.1% | $78,044+117.5% |
| Participation rate | 95.6% | 93.0%+2.6pp | 75.7%+19.9pp | 74.4%+21.1pp |
| Annual return | -16.19% | -14.80%-1.4pp | -12.16%-4.0pp | 10.87%-27.1pp |
| Employer contribution / active EE | $6,689 | $4,916+36.1% | $2,921+129.0% | $3,125+114.1% |
| Participant deferral / active EE | $10,038 | $7,684+30.6% | $4,564+119.9% | $5,084+97.4% |
| Admin fee / account holder | $0 | $56-100.0% | $8,445-100.0% | $79-100.0% |