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 | $38,477 | $117,739-67.3% | $116,228-66.9% | $117,739-67.3% |
| Participation rate | 72.5% | 76.6%-4.1pp | 74.6%-2.0pp | 76.6%-4.1pp |
| Annual return | 14.73% | 17.29%-2.6pp | 90.06%-75.3pp | 17.29%-2.6pp |
| Employer contribution / active EE | $782 | $3,746-79.1% | $2,994-73.9% | $3,746-79.1% |
| Participant deferral / active EE | $2,312 | $6,128-62.3% | $4,953-53.3% | $6,128-62.3% |
| Admin fee / account holder | $0 | $112-100.0% | $11,989-100.0% | $112-100.0% |