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 | $118,604 | $52,293+126.8% | $178,490-33.6% | $73,409+61.6% |
| Participation rate | 83.0% | 65.3%+17.6pp | 81.9%+1.0pp | 72.2%+10.8pp |
| Annual return | 16.03% | 34.75%-18.7pp | 151.07%-135.0pp | 59.29%-43.3pp |
| Employer contribution / active EE | $6,453 | $1,735+271.9% | $5,011+28.8% | $2,234+188.9% |
| Participant deferral / active EE | $5,782 | $2,332+147.9% | $5,202+11.1% | $3,805+51.9% |
| Admin fee / account holder | $36 | $127-71.7% | $13,984-99.7% | $158-77.2% |