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.
Participant contribution per participant 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 | $70,913 | $106,649-33.5% | $80,019-11.4% | $68,904+2.9% |
| Participation rate | 96.7% | 88.1%+8.5pp | 75.8%+20.8pp | 74.1%+22.5pp |
| Annual return | -5.63% | -0.87%-4.8pp | 11.22%-16.8pp | 1.07%-6.7pp |
| Employer contribution / active EE | $4,696 | $4,132+13.7% | $2,468+90.3% | $2,540+84.9% |
| Participant deferral / active EE | $2,852 | $6,395-55.4% | $3,686-22.6% | $4,015-29.0% |
| Admin fee / account holder | $0 | $58-100.0% | $6,521-100.0% | $71-100.0% |