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 | $119,607 | $85,635+39.7% | $123,892-3.5% | $63,975+87.0% |
| Participation rate | 90.5% | 74.9%+15.5pp | 81.4%+9.1pp | 71.1%+19.3pp |
| Annual return | 10.70% | 15.74%-5.0pp | 47.52%-36.8pp | 48.65%-38.0pp |
| Employer contribution / active EE | $3,795 | $3,076+23.4% | $4,617-17.8% | $2,182+74.0% |
| Participant deferral / active EE | $8,255 | $5,667+45.7% | $5,984+37.9% | $3,356+145.9% |
| Admin fee / account holder | $61 | $75-18.8% | $8,357-99.3% | $70-13.6% |