Filed June 22, 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 10-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352,282 | $90,600+288.8% | $79,464+343.3% | $135,375+160.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.69% | 977.43%-984.1pp | 718.14%-724.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $10,421 | $3,068+239.7% | $2,800+272.1% | $4,779+118.1% |
| Participant deferral / active EE | $11,488 | $4,050+183.6% | $3,704+210.2% | $5,609+104.8% |
| Admin fee / account holder | $112 | $5,907-98.1% | $5,113-97.8% | $10,827-99.0% |