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.
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 | $30,267 | $61,660-50.9% | $80,019-62.2% | $64,186-52.8% |
| Participation rate | 88.2% | 71.7%+16.5pp | 75.8%+12.4pp | 69.6%+18.7pp |
| Annual return | -4.41% | -0.33%-4.1pp | 11.22%-15.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $4,828 | $1,810+166.7% | $2,468+95.6% | $2,381+102.8% |
| Participant deferral / active EE | $6,618 | $2,968+123.0% | $3,686+79.6% | $3,470+90.7% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,888-100.0% |