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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,833 | $48,064-46.3% | $78,778-67.2% | $69,631-62.9% |
| Participation rate | 98.0% | 61.6%+36.4pp | 69.2%+28.8pp | 70.7%+27.3pp |
| Annual return | -0.48% | 21.81%-22.3pp | 35.62%-36.1pp | 27571.02%-27571.5pp |
| Employer contribution / active EE | $3,177 | $744+327.3% | $1,986+60.0% | $2,032+56.3% |
| Participant deferral / active EE | $0 | $2,079-100.0% | $2,958-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $152-100.0% | $5,134-100.0% | $110-100.0% |