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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $370,040 | $63,114+486.3% | $92,893+298.4% | $65,185+467.7% |
| Participation rate | 76.5% | 68.8%+7.7pp | 76.0%+0.5pp | 70.2%+6.3pp |
| Annual return | 12.75% | 28.75%-16.0pp | 109.41%-96.7pp | 29.38%-16.6pp |
| Employer contribution / active EE | $4,062 | $2,571+58.0% | $3,653+11.2% | $2,177+86.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |