Filed April 27, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,126 | $58,758+245.7% | $70,014+190.1% | $63,975+217.5% |
| Participation rate | 91.5% | 77.5%+14.0pp | 71.8%+19.7pp | 71.1%+20.4pp |
| Annual return | 23.10% | 18.05%+5.1pp | 12.99%+10.1pp | 48.65%-25.5pp |
| Employer contribution / active EE | $6,032 | $1,973+205.8% | $2,338+158.0% | $2,182+176.5% |
| Participant deferral / active EE | $8,838 | $2,912+203.5% | $2,931+201.6% | $3,356+163.3% |
| Admin fee / account holder | $0 | $71-100.0% | $4,380-100.0% | $70-100.0% |