Filed March 10, 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,552 | $72,177+93.3% | $115,037+21.3% | $59,632+134.0% |
| Participation rate | 85.3% | 72.6%+12.8pp | 81.4%+4.0pp | 68.7%+16.7pp |
| Annual return | 0.19% | 12.02%-11.8pp | 26.14%-26.0pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,310 | $2,841-53.9% | $4,608-71.6% | $2,203-40.5% |
| Participant deferral / active EE | $9,186 | $4,783+92.1% | $6,026+52.4% | $3,192+187.8% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |