Filed March 6, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,029 | $50,464+375.6% | $75,781+216.7% | $52,331+358.7% |
| Participation rate | 93.0% | 66.8%+26.2pp | 75.8%+17.2pp | 68.1%+24.9pp |
| Annual return | 9.61% | 1.03%+8.6pp | 9.68%-0.1pp | 4.54%+5.1pp |
| Employer contribution / active EE | $2,751 | $1,988+38.3% | $3,323-17.2% | $1,882+46.2% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,299-100.0% | $592-100.0% |