Filed November 13, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,175 | $96,403+103.5% | $93,606+109.6% | $77,787+152.2% |
| Participation rate | 96.5% | 87.6%+8.8pp | 75.8%+20.6pp | 73.2%+23.2pp |
| Annual return | 24.70% | 39.36%-14.7pp | 32.76%-8.1pp | 32.57%-7.9pp |
| Employer contribution / active EE | $8,746 | $3,616+141.9% | $2,718+221.8% | $2,504+249.2% |
| Participant deferral / active EE | $9,154 | $5,341+71.4% | $4,069+125.0% | $3,967+130.7% |
| Admin fee / account holder | $162 | $90+81.3% | $7,888-97.9% | $100+62.2% |