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.
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 | $488,945 | $64,707+655.6% | $112,228+335.7% | $68,494+613.8% |
| Participation rate | 78.5% | 67.2%+11.3pp | 75.1%+3.4pp | 67.9%+10.6pp |
| Annual return | 11.00% | -11.40%+22.4pp | 27.45%-16.5pp | -7.84%+18.8pp |
| Employer contribution / active EE | $5,214 | $2,746+89.9% | $3,635+43.5% | $2,596+100.8% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |