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 | $192,847 | $152,281+26.6% | $106,213+81.6% | $99,062+94.7% |
| Participation rate | 95.4% | 92.2%+3.1pp | 75.3%+20.1pp | 71.6%+23.8pp |
| Annual return | 12.55% | 15.00%-2.4pp | 116.14%-103.6pp | 17.66%-5.1pp |
| Employer contribution / active EE | $6,544 | $5,348+22.4% | $3,171+106.4% | $3,262+100.6% |
| Participant deferral / active EE | $8,453 | $8,206+3.0% | $5,016+68.5% | $5,331+58.5% |
| Admin fee / account holder | $0 | $77-100.0% | $11,033-100.0% | $109-100.0% |