Filed June 30, 1997
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 18 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $70,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,734 | $104,317-21.6% | $159,436-48.7% | $86,799-5.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 16.82% | 26.32%-9.5pp | 263.57%-246.7pp | 97.91%-81.1pp |
| Employer contribution / active EE | $2,886 | $3,451-16.4% | $4,829-40.2% | $2,405+20.0% |
| Participant deferral / active EE | $3,850 | $6,837-43.7% | $7,352-47.6% | $4,131-6.8% |
| Admin fee / account holder | $173 | $172+0.3% | $10,799-98.4% | $170+1.9% |