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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,816 | $54,350+43.2% | $82,719-5.9% | $68,494+13.6% |
| Participation rate | 80.6% | 63.9%+16.6pp | 72.6%+8.0pp | 67.9%+12.7pp |
| Annual return | -15.92% | -13.67%-2.3pp | 701.18%-717.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,307 | $2,218+4.0% | $3,009-23.3% | $2,596-11.2% |
| Participant deferral / active EE | $3,137 | $3,246-3.4% | $4,395-28.6% | $4,027-22.1% |
| Admin fee / account holder | $56 | $4,395-98.7% | $5,329-98.9% | $5,403-99.0% |