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 | $241,408 | $77,813+210.2% | $123,544+95.4% | $64,186+276.1% |
| Participation rate | 93.8% | 74.7%+19.1pp | 82.3%+11.6pp | 69.6%+24.3pp |
| Annual return | -3.82% | 12.48%-16.3pp | 119.20%-123.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,959 | $3,014-1.8% | $4,628-36.1% | $2,381+24.3% |
| Participant deferral / active EE | $9,847 | $5,240+87.9% | $6,426+53.3% | $3,470+183.8% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |