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 | Custodial (other than securities); Di... | $77,286 |
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 | $68,001 | $82,202-17.3% | $125,339-45.7% | $64,808+4.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -18.78% | 3.48%-22.3pp | 572.05%-590.8pp | 32.82%-51.6pp |
| Employer contribution / active EE | $2,920 | $3,615-19.2% | $4,814-39.3% | $2,506+16.5% |
| Participant deferral / active EE | $3,982 | $7,175-44.5% | $7,446-46.5% | $4,310-7.6% |
| Admin fee / account holder | $174 | $163+6.8% | $10,010-98.3% | $188-7.1% |