Filed May 7, 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,910 | $74,462+136.2% | $81,983+114.6% | $90,288+94.8% |
| Participation rate | 97.7% | 69.7%+28.0pp | 69.2%+28.4pp | 73.4%+24.3pp |
| Annual return | 14.69% | 17.56%-2.9pp | 41.31%-26.6pp | 53.97%-39.3pp |
| Employer contribution / active EE | $2,996 | $2,334+28.3% | $2,498+19.9% | $2,524+18.7% |
| Participant deferral / active EE | $3,865 | $3,602+7.3% | $3,722+3.8% | $4,232-8.7% |
| Admin fee / account holder | $0 | $98-100.0% | $5,664-100.0% | $114-100.0% |