Filed July 10, 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 9-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 | $50,155 | $55,449-9.5% | $83,848-40.2% | $56,287-10.9% |
| Participation rate | 99.3% | 68.0%+31.3pp | 76.1%+23.1pp | 69.9%+29.4pp |
| Annual return | 4.73% | -1.38%+6.1pp | 850.88%-846.1pp | -9.96%+14.7pp |
| Employer contribution / active EE | $1,584 | $2,430-34.8% | $3,631-56.4% | $2,111-25.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |