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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,797,045 | $156,529+1048.1% | $93,606+1819.8% | $82,204+2086.1% |
| Participation rate | 0.0% | 86.5%-86.5pp | 75.8%-75.8pp | 73.4%-73.4pp |
| Annual return | -90.94% | 20.36%-111.3pp | 32.76%-123.7pp | 26.31%-117.2pp |
| Employer contribution / active EE | $5,554 | $4,800+15.7% | $2,718+104.3% | $2,707+105.2% |
| Participant deferral / active EE | $0 | $6,674-100.0% | $4,069-100.0% | $4,246-100.0% |
| Admin fee / account holder | $0 | $65-100.0% | $7,888-100.0% | $76-100.0% |