Filed September 9, 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,475 | $68,408+19.1% | $57,179+42.5% | $57,658+41.3% |
| Participation rate | 99.5% | 79.1%+20.4pp | 75.3%+24.2pp | 70.2%+29.3pp |
| Annual return | 1.26% | 8.51%-7.2pp | 14.59%-13.3pp | 5.13%-3.9pp |
| Employer contribution / active EE | $2,333 | $2,869-18.7% | $2,682-13.0% | $1,974+18.2% |
| Participant deferral / active EE | $1,886 | $2,903-35.0% | $3,096-39.1% | $3,061-38.4% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |