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 | $99,107 | $50,106+97.8% | $70,014+41.6% | $57,658+71.9% |
| Participation rate | 98.3% | 70.9%+27.5pp | 71.8%+26.5pp | 70.2%+28.1pp |
| Annual return | 35.70% | 14.58%+21.1pp | 12.99%+22.7pp | 5.13%+30.6pp |
| Employer contribution / active EE | $4,719 | $1,739+171.3% | $2,338+101.8% | $1,974+139.1% |
| Participant deferral / active EE | $4,795 | $2,486+92.9% | $2,931+63.6% | $3,061+56.7% |
| Admin fee / account holder | $0 | $89-100.0% | $4,380-100.0% | $95-100.0% |