Filed March 7, 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 | $112,070 | $64,119+74.8% | $112,228-0.1% | $66,914+67.5% |
| Participation rate | 76.0% | 68.5%+7.6pp | 75.1%+1.0pp | 69.8%+6.2pp |
| Annual return | -15.85% | -13.81%-2.0pp | 27.45%-43.3pp | 1.58%-17.4pp |
| Employer contribution / active EE | $3,838 | $3,005+27.7% | $3,635+5.6% | $2,544+50.9% |
| Participant deferral / active EE | $7,684 | $3,693+108.1% | $4,728+62.5% | $4,237+81.4% |
| Admin fee / account holder | $5 | $625-99.2% | $6,410-99.9% | $593-99.2% |