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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,775 | $82,664+168.3% | $125,339+76.9% | $68,494+223.8% |
| Participation rate | 77.9% | 75.0%+2.9pp | 82.4%-4.5pp | 67.9%+10.0pp |
| Annual return | -16.89% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,365 | $3,381-0.5% | $4,814-30.1% | $2,596+29.6% |
| Participant deferral / active EE | $7,661 | $6,110+25.4% | $7,446+2.9% | $4,027+90.2% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |