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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,220 | $51,175-76.1% | $70,515-82.7% | $75,163-83.7% |
| Participation rate | 99.0% | 60.9%+38.0pp | 68.3%+30.6pp | 67.2%+31.8pp |
| Annual return | -8.00% | 30.02%-38.0pp | 32.77%-40.8pp | 160.62%-168.6pp |
| Employer contribution / active EE | $2,010 | $1,826+10.1% | $2,973-32.4% | $2,670-24.7% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $4,091-100.0% | $6,412-100.0% | $5,651-100.0% |