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 | $75,967 | $125,029-39.2% | $90,749-16.3% | $78,044-2.7% |
| Participation rate | 96.4% | 93.0%+3.4pp | 75.7%+20.7pp | 74.4%+21.9pp |
| Annual return | -15.96% | -14.80%-1.2pp | -12.16%-3.8pp | 10.87%-26.8pp |
| Employer contribution / active EE | $5,120 | $4,916+4.1% | $2,921+75.3% | $3,125+63.8% |
| Participant deferral / active EE | $4,432 | $7,684-42.3% | $4,564-2.9% | $5,084-12.8% |
| Admin fee / account holder | $0 | $56-100.0% | $8,445-100.0% | $79-100.0% |