Filed April 28, 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 5-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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $29,694 | $58,828-49.5% | $77,999-61.9% | $62,891-52.8% |
| Participation rate | 91.2% | 71.1%+20.1pp | 75.5%+15.7pp | 69.3%+21.9pp |
| Annual return | -23.42% | 17.16%-40.6pp | 425.96%-449.4pp | 20.14%-43.6pp |
| Employer contribution / active EE | $6,303 | $1,672+277.1% | $2,470+155.2% | $2,281+176.3% |
| Participant deferral / active EE | $6,502 | $2,686+142.1% | $3,497+85.9% | $3,203+103.0% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |