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 | $60,915 | $106,649-42.9% | $80,019-23.9% | $68,904-11.6% |
| Participation rate | 99.3% | 88.1%+11.2pp | 75.8%+23.5pp | 74.1%+25.2pp |
| Annual return | -7.88% | -0.87%-7.0pp | 11.22%-19.1pp | 1.07%-9.0pp |
| Employer contribution / active EE | $4,864 | $4,132+17.7% | $2,468+97.1% | $2,540+91.5% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $3,686-100.0% | $4,015-100.0% |
| Admin fee / account holder | $0 | $58-100.0% | $6,521-100.0% | $71-100.0% |