Filed November 5, 1999
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,908 | $57,976+220.7% | $62,995+195.1% | $62,292+198.4% |
| Participation rate | 95.3% | 75.9%+19.4pp | 74.8%+20.5pp | 69.5%+25.8pp |
| Annual return | 11.28% | 17.54%-6.3pp | 87.57%-76.3pp | 28.90%-17.6pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,830 | $2,956+198.7% | $3,329+165.2% | $3,169+178.6% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |