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.
Annual investment return 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 | $91,421 | $136,310-32.9% | $98,439-7.1% | $103,482-11.7% |
| Participation rate | 96.3% | 89.2%+7.1pp | 75.2%+21.1pp | 73.3%+23.0pp |
| Annual return | 16.04% | 19.67%-3.6pp | 21.16%-5.1pp | 33.11%-17.1pp |
| Employer contribution / active EE | $5,367 | $4,714+13.9% | $3,048+76.1% | $3,208+67.3% |
| Participant deferral / active EE | $4,470 | $7,358-39.2% | $4,738-5.7% | $5,207-14.2% |
| Admin fee / account holder | $0 | $76-100.0% | $8,948-100.0% | $114-100.0% |