Filed August 12, 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 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 | $125,755 | $86,791+44.9% | $115,037+9.3% | $59,188+112.5% |
| Participation rate | 85.4% | 72.8%+12.5pp | 81.4%+4.0pp | 69.4%+15.9pp |
| Annual return | 47.47% | 4.44%+43.0pp | 26.14%+21.3pp | 5.51%+42.0pp |
| Employer contribution / active EE | $3,014 | $2,950+2.2% | $4,608-34.6% | $2,098+43.6% |
| Participant deferral / active EE | $8,010 | $5,298+51.2% | $6,026+32.9% | $3,265+145.3% |
| Admin fee / account holder | $40 | $95-57.7% | $8,175-99.5% | $92-56.5% |