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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,323 | $82,917-53.8% | $103,333-62.9% | $77,643-50.6% |
| Participation rate | 92.7% | 71.6%+21.2pp | 74.5%+18.2pp | 70.6%+22.2pp |
| Annual return | 35.43% | 19.13%+16.3pp | 24.88%+10.5pp | 31.24%+4.2pp |
| Employer contribution / active EE | $5,000 | $3,552+40.8% | $3,868+29.3% | $2,726+83.4% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $15 | $638-97.6% | $8,355-99.8% | $430-96.5% |