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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,624 | $46,292+151.9% | $143,757-18.9% | $64,808+80.0% |
| Participation rate | 85.7% | 64.2%+21.5pp | 80.3%+5.4pp | 71.5%+14.2pp |
| Annual return | -15.47% | -10.05%-5.4pp | -0.04%-15.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $4,220 | $1,910+121.0% | $4,951-14.8% | $2,506+68.4% |
| Participant deferral / active EE | $6,332 | $2,646+139.3% | $5,637+12.3% | $4,310+46.9% |
| Admin fee / account holder | $9 | $154-94.4% | $14,673-99.9% | $188-95.4% |