Filed December 22, 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,561 | $92,971-63.9% | $96,683-65.3% | $74,419-54.9% |
| Participation rate | 86.7% | 71.5%+15.2pp | 74.3%+12.4pp | 70.7%+16.0pp |
| Annual return | -14.71% | 37.49%-52.2pp | 35.69%-50.4pp | 34.38%-49.1pp |
| Employer contribution / active EE | $4,651 | $3,426+35.8% | $3,737+24.5% | $2,637+76.4% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $21 | $633-96.7% | $6,730-99.7% | $348-93.9% |