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 | $215,857 | $117,739+83.3% | $116,228+85.7% | $117,739+83.3% |
| Participation rate | 95.6% | 76.6%+19.0pp | 74.6%+21.1pp | 76.6%+19.0pp |
| Annual return | 15.54% | 17.29%-1.7pp | 90.06%-74.5pp | 17.29%-1.7pp |
| Employer contribution / active EE | $6,124 | $3,746+63.5% | $2,994+104.5% | $3,746+63.5% |
| Participant deferral / active EE | $10,997 | $6,128+79.4% | $4,953+122.0% | $6,128+79.4% |
| Admin fee / account holder | $0 | $112-100.0% | $11,989-100.0% | $112-100.0% |