Filed February 28, 1996 (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 8-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 | $161,119 | $71,516+125.3% | $98,439+63.7% | $71,457+125.5% |
| Participation rate | 72.0% | 72.7%-0.7pp | 75.2%-3.2pp | 67.9%+4.0pp |
| Annual return | 13.99% | 32.41%-18.4pp | 21.16%-7.2pp | 28.85%-14.9pp |
| Employer contribution / active EE | $1,711 | $2,399-28.7% | $3,048-43.9% | $2,588-33.9% |
| Participant deferral / active EE | $6,545 | $4,109+59.3% | $4,738+38.1% | $4,289+52.6% |
| Admin fee / account holder | $14 | $1,675-99.2% | $8,948-99.8% | $1,587-99.1% |