Filed October 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 | $227,449 | $66,457+242.2% | $81,382+179.5% | $77,643+192.9% |
| Participation rate | 92.1% | 68.7%+23.3pp | 69.5%+22.6pp | 70.6%+21.5pp |
| Annual return | 17.92% | 15.93%+2.0pp | 24.73%-6.8pp | 31.24%-13.3pp |
| Employer contribution / active EE | $7,143 | $2,159+230.8% | $2,463+190.0% | $2,726+162.0% |
| Participant deferral / active EE | $8,234 | $3,679+123.8% | $3,883+112.0% | $4,647+77.2% |
| Admin fee / account holder | $0 | $583-100.0% | $5,768-100.0% | $430-100.0% |