Filed December 9, 1999 (most recent of 4 filings on file)
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 5-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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $478,521-100.0% | - | $478,521-100.0% |
| Participation rate | 0.0% | 89.3%-89.3pp | - | 89.3%-89.3pp |
| Annual return | 0.00% | 101.52%-101.5pp | -0.13%+0.1pp | 101.52%-101.5pp |
| Employer contribution / active EE | $0 | $22,406-100.0% | $4,082-100.0% | $22,406-100.0% |
| Participant deferral / active EE | $0 | $7,699-100.0% | $0 | $7,699-100.0% |
| Admin fee / account holder | $0 | $12,578-100.0% | - | $12,578-100.0% |