Filed January 22, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,621 | $55,636-84.5% | $81,983-89.5% | $73,488-88.3% |
| Participation rate | 99.1% | 62.3%+36.8pp | 69.2%+29.9pp | 70.7%+28.4pp |
| Annual return | -14.08% | 19.07%-33.1pp | 41.31%-55.4pp | 28.51%-42.6pp |
| Employer contribution / active EE | $3,616 | $1,625+122.6% | $2,498+44.8% | $2,270+59.3% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $493-99.8% | $5,664-100.0% | $513-99.8% |