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 | $110,691 | $89,652+23.5% | $141,162-21.6% | $65,185+69.8% |
| Participation rate | 98.3% | 74.7%+23.6pp | 82.5%+15.8pp | 70.2%+28.1pp |
| Annual return | 22.48% | 32.79%-10.3pp | 71.39%-48.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $1,581 | $3,065-48.4% | $4,735-66.6% | $2,177-27.4% |
| Participant deferral / active EE | $7,241 | $5,691+27.2% | $6,709+7.9% | $3,514+106.1% |
| Admin fee / account holder | $31 | $569-94.6% | $10,261-99.7% | $847-96.4% |