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 | $67,357 | $46,173+45.9% | $170,442-60.5% | $69,631-3.3% |
| Participation rate | 85.0% | 63.9%+21.1pp | 83.6%+1.4pp | 70.7%+14.3pp |
| Annual return | 17.46% | 21.62%-4.2pp | 205.93%-188.5pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $6,048 | $1,610+275.7% | $5,433+11.3% | $2,032+197.6% |
| Participant deferral / active EE | $4,886 | $2,080+134.9% | $4,939-1.1% | $3,224+51.6% |
| Admin fee / account holder | $27 | $116-77.0% | $13,880-99.8% | $110-75.8% |