Filed June 17, 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 5-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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,999 | $33,745-34.8% | $64,105-65.7% | $55,191-60.1% |
| Participation rate | 96.9% | 59.4%+37.5pp | 68.2%+28.7pp | 69.2%+27.7pp |
| Annual return | 3.20% | 4.95%-1.7pp | 791.24%-788.0pp | 10.78%-7.6pp |
| Employer contribution / active EE | $2,531 | $641+294.9% | $1,820+39.1% | $1,899+33.3% |
| Participant deferral / active EE | $0 | $1,929-100.0% | $2,822-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $4,499-100.0% | $91-100.0% |