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 | $219,770 | $86,944+152.8% | $107,525+104.4% | $74,304+195.8% |
| Participation rate | 98.8% | 59.6%+39.2pp | 75.1%+23.7pp | 60.3%+38.4pp |
| Annual return | 26.37% | 23.52%+2.8pp | 181.32%-155.0pp | 29.43%-3.1pp |
| Employer contribution / active EE | $5,957 | $2,757+116.1% | $3,754+58.7% | $2,241+165.8% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |