Filed September 8, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,874 | $78,483-63.2% | $106,201-72.8% | $74,546-61.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 11.50% | 15.94%-4.4pp | 116.26%-104.8pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $1,875 | $2,522-25.6% | $3,170-40.8% | $2,624-28.6% |
| Participant deferral / active EE | $1,995 | $4,320-53.8% | $5,012-60.2% | $4,347-54.1% |
| Admin fee / account holder | $150 | $2,236-93.3% | $11,039-98.6% | $1,944-92.3% |