Filed October 27, 1998 (most recent of 2 filings on file)
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 | $91,317 | $110,699-17.5% | $177,821-48.6% | $90,288+1.1% |
| Participation rate | 88.5% | 88.3%+0.2pp | 87.7%+0.8pp | 73.4%+15.2pp |
| Annual return | 13.85% | 22.79%-8.9pp | 48.32%-34.5pp | 53.97%-40.1pp |
| Employer contribution / active EE | $2,383 | $4,118-42.1% | $5,918-59.7% | $2,524-5.6% |
| Participant deferral / active EE | $4,946 | $6,731-26.5% | $7,714-35.9% | $4,232+16.9% |
| Admin fee / account holder | $0 | $90-100.0% | $12,427-100.0% | $114-100.0% |