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.
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 | $45,835 | $36,916+24.2% | $156,549-70.7% | $57,658-20.5% |
| Participation rate | 82.2% | 63.4%+18.8pp | 84.0%-1.8pp | 70.2%+12.0pp |
| Annual return | 9.88% | 12.38%-2.5pp | 32.23%-22.3pp | 5.13%+4.7pp |
| Employer contribution / active EE | $5,803 | $1,571+269.5% | $5,501+5.5% | $1,974+194.0% |
| Participant deferral / active EE | $4,701 | $1,926+144.1% | $4,871-3.5% | $3,061+53.6% |
| Admin fee / account holder | $15 | $82-81.2% | $13,027-99.9% | $95-83.6% |