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 | $85,250 | $74,552+14.3% | $62,995+35.3% | $69,631+22.4% |
| Participation rate | 99.7% | 78.3%+21.5pp | 74.8%+24.9pp | 70.7%+29.0pp |
| Annual return | 11.45% | 15.77%-4.3pp | 87.57%-76.1pp | 27571.02%-27559.6pp |
| Employer contribution / active EE | $2,530 | $2,929-13.6% | $2,759-8.3% | $2,032+24.5% |
| Participant deferral / active EE | $2,169 | $2,974-27.1% | $3,329-34.8% | $3,224-32.7% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |