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 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,223 | $117,928-41.3% | $77,999-11.3% | $65,292+6.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 75.5%+24.5pp | 72.4%+27.6pp |
| Annual return | 3.75% | 11.37%-7.6pp | 425.96%-422.2pp | 11.84%-8.1pp |
| Employer contribution / active EE | $5,182 | $3,999+29.6% | $2,470+109.8% | $2,302+125.1% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $3,497-100.0% | $3,579-100.0% |
| Admin fee / account holder | $0 | $66-100.0% | $5,480-100.0% | $57-100.0% |