Filed June 18, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,199 | $54,281+325.9% | $60,547+281.8% | $59,188+290.6% |
| Participation rate | 99.3% | 66.8%+32.5pp | 68.0%+31.3pp | 69.4%+29.8pp |
| Annual return | -0.33% | 1.74%-2.1pp | 335.64%-336.0pp | 5.51%-5.8pp |
| Employer contribution / active EE | $16,360 | $2,031+705.4% | $2,419+576.2% | $2,098+679.8% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $3,328-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $64-100.0% | $4,536-100.0% | $92-100.0% |