Filed November 15, 1996
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 9-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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,675 | $43,327+65.4% | $59,878+19.7% | $64,186+11.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 59.79% | -1.55%+61.3pp | 3.46%+56.3pp | 7.63%+52.2pp |
| Employer contribution / active EE | $1,916 | $2,028-5.5% | $2,722-29.6% | $2,381-19.5% |
| Participant deferral / active EE | $5,143 | $2,546+102.0% | $3,402+51.2% | $3,470+48.2% |
| Admin fee / account holder | $88 | $3,005-97.1% | $3,590-97.6% | $4,888-98.2% |