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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,667 | $99,957+25.7% | $149,696-16.1% | $73,488+71.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 12.67% | 53.87%-41.2pp | 276.60%-263.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,772 | $3,191-44.5% | $4,644-61.8% | $2,270-21.9% |
| Participant deferral / active EE | $8,336 | $6,073+37.3% | $6,842+21.8% | $3,740+122.9% |
| Admin fee / account holder | $33 | $551-94.1% | $9,309-99.7% | $513-93.7% |