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.
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 | $114,724 | $76,670+49.6% | $96,683+18.7% | $71,457+60.5% |
| Participation rate | 96.9% | 66.6%+30.3pp | 74.3%+22.5pp | 67.9%+29.0pp |
| Annual return | 1.00% | 48.29%-47.3pp | 35.69%-34.7pp | 28.85%-27.8pp |
| Employer contribution / active EE | $5,087 | $3,031+67.8% | $3,737+36.1% | $2,588+96.6% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |