Filed August 1, 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 | $88,329 | $52,224+69.1% | $88,946-0.7% | $102,872-14.1% |
| Participation rate | 100.0% | 40.8%+59.2pp | 68.8%+31.1pp | 73.0%+26.9pp |
| Annual return | 12.84% | 16.96%-4.1pp | 57.82%-45.0pp | 19.06%-6.2pp |
| Employer contribution / active EE | $2,144 | $1,241+72.8% | $2,555-16.1% | $3,526-39.2% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $4,581-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $1,723-100.0% | $8,261-100.0% | $292-100.0% |