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 | $26,372 | $37,044-28.8% | $71,796-63.3% | $57,658-54.3% |
| Participation rate | 96.5% | 61.1%+35.3pp | 69.1%+27.3pp | 70.2%+26.2pp |
| Annual return | 17.80% | 12.64%+5.2pp | 78.04%-60.2pp | 5.13%+12.7pp |
| Employer contribution / active EE | $3,280 | $720+355.4% | $1,924+70.4% | $1,974+66.2% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |