Filed June 12, 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,515 | $65,409+38.4% | $98,442-8.1% | $85,850+5.4% |
| Participation rate | 77.8% | 65.0%+12.8pp | 73.3%+4.4pp | 69.3%+8.5pp |
| Annual return | 11.30% | 21.76%-10.5pp | 1492.73%-1481.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $2,053 | $2,168-5.3% | $2,960-30.6% | $2,565-20.0% |
| Participant deferral / active EE | $2,644 | $3,166-16.5% | $4,276-38.2% | $3,952-33.1% |
| Admin fee / account holder | $25 | $4,593-99.4% | $5,949-99.6% | $6,260-99.6% |