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 | $78,485-63.2% | $106,213-72.8% | $74,495-61.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 11.50% | 15.95%-4.5pp | 116.14%-104.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,875 | $2,523-25.7% | $3,171-40.9% | $2,623-28.5% |
| Participant deferral / active EE | $1,995 | $4,322-53.8% | $5,016-60.2% | $4,346-54.1% |
| Admin fee / account holder | $150 | $2,232-93.3% | $11,033-98.6% | $1,942-92.3% |