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 | $115,806 | $64,119+80.6% | $112,228+3.2% | $66,914+73.1% |
| Participation rate | 96.7% | 68.5%+28.3pp | 75.1%+21.7pp | 69.8%+26.9pp |
| Annual return | 83.49% | -13.81%+97.3pp | 27.45%+56.0pp | 1.58%+81.9pp |
| Employer contribution / active EE | $4,827 | $3,005+60.6% | $3,635+32.8% | $2,544+89.7% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |