Filed January 23, 1996 (most recent of 2 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 | $90,907 | $91,372-0.5% | $129,995-30.1% | $74,419+22.2% |
| Participation rate | 99.3% | 77.8%+21.5pp | 78.5%+20.8pp | 70.7%+28.6pp |
| Annual return | 25.43% | 23.21%+2.2pp | -137.18%+162.6pp | 34.38%-8.9pp |
| Employer contribution / active EE | $8,443 | $2,563+229.4% | $4,320+95.5% | $2,637+220.1% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,614-100.0% | $348-100.0% |