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 | $98,183 | $62,928+56.0% | $172,739-43.2% | $67,579+45.3% |
| Participation rate | 88.1% | 64.5%+23.6pp | 82.6%+5.4pp | 71.3%+16.8pp |
| Annual return | 21.15% | 30.36%-9.2pp | 802.84%-781.7pp | 378.56%-357.4pp |
| Employer contribution / active EE | $6,393 | $1,636+290.7% | $5,143+24.3% | $2,148+197.6% |
| Participant deferral / active EE | $5,668 | $2,145+164.3% | $5,198+9.1% | $3,539+60.1% |
| Admin fee / account holder | $36 | $167-78.2% | $13,954-99.7% | $142-74.5% |