Filed October 29, 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $31,559 | $50,464-37.5% | $75,781-58.4% | $52,331-39.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 0.96% | 1.03%-0.1pp | 9.68%-8.7pp | 4.54%-3.6pp |
| Employer contribution / active EE | $4,827 | $1,988+142.8% | $3,323+45.3% | $1,882+156.5% |
| Participant deferral / active EE | $2,736 | $2,570+6.5% | $3,651-25.1% | $3,022-9.5% |
| Admin fee / account holder | $59 | $1,103-94.7% | $5,299-98.9% | $592-90.1% |