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 | $121,887 | $123,077-1.0% | $116,228+4.9% | $102,872+18.5% |
| Participation rate | 95.6% | 87.0%+8.6pp | 74.6%+21.1pp | 73.0%+22.6pp |
| Annual return | 14.09% | 15.84%-1.8pp | 90.06%-76.0pp | 19.06%-5.0pp |
| Employer contribution / active EE | $6,223 | $4,380+42.1% | $2,994+107.8% | $3,526+76.5% |
| Participant deferral / active EE | $5,206 | $6,746-22.8% | $4,953+5.1% | $5,535-5.9% |
| Admin fee / account holder | $0 | $115-100.0% | $11,989-100.0% | $292-100.0% |