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 | $108,493 | $95,918+13.1% | $151,611-28.4% | $77,904+39.3% |
| Participation rate | 85.4% | 88.7%-3.3pp | 87.5%-2.1pp | 73.7%+11.7pp |
| Annual return | -4.29% | -5.50%+1.2pp | 3.33%-7.6pp | 12.21%-16.5pp |
| Employer contribution / active EE | $2,637 | $4,330-39.1% | $6,166-57.2% | $2,848-7.4% |
| Participant deferral / active EE | $5,469 | $7,508-27.2% | $8,363-34.6% | $4,806+13.8% |
| Admin fee / account holder | $0 | $93-100.0% | $11,616-100.0% | $133-100.0% |