Filed November 30, 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 7-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 | $91,014 | $73,102+24.5% | $123,544-26.3% | $56,287+61.7% |
| Participation rate | 99.1% | 74.3%+24.8pp | 82.3%+16.8pp | 69.9%+29.2pp |
| Annual return | -6.39% | 3.01%-9.4pp | 119.20%-125.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,702 | $2,977-42.8% | $4,628-63.2% | $2,111-19.4% |
| Participant deferral / active EE | $7,651 | $5,423+41.1% | $6,426+19.1% | $3,350+128.4% |
| Admin fee / account holder | $34 | $554-93.9% | $9,284-99.6% | $521-93.5% |