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 | $76,873 | $2,226,388-96.5% | $91,001-15.5% | $177,276-56.6% |
| Participation rate | 100.0% | 85.1%+14.9pp | 75.6%+24.4pp | 74.8%+25.2pp |
| Annual return | 11.49% | 20.16%-8.7pp | 4.60%+6.9pp | 21.25%-9.8pp |
| Employer contribution / active EE | $5,504 | $4,139+33.0% | $2,456+124.2% | $2,479+122.0% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $3,547-100.0% | $3,881-100.0% |
| Admin fee / account holder | $0 | $1,921-100.0% | $5,417-100.0% | $154-100.0% |