Filed February 2, 1998
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $39,528 | $37,117+6.5% | $147,614-73.2% | $55,191-28.4% |
| Participation rate | 76.2% | 63.6%+12.6pp | 84.6%-8.4pp | 69.2%+7.0pp |
| Annual return | -1.08% | 3.44%-4.5pp | 61.98%-63.1pp | 10.78%-11.9pp |
| Employer contribution / active EE | $2,054 | $1,620+26.7% | $5,564-63.1% | $1,899+8.2% |
| Participant deferral / active EE | $4,235 | $1,985+113.3% | $4,895-13.5% | $3,046+39.0% |
| Admin fee / account holder | $47 | $86-45.5% | $11,611-99.6% | $91-48.6% |