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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,566 | $60,989+233.8% | $60,874+234.4% | $66,914+204.2% |
| Participation rate | 92.4% | 74.5%+17.9pp | 73.1%+19.3pp | 69.8%+22.6pp |
| Annual return | -9.06% | -9.60%+0.5pp | 16.90%-26.0pp | 1.58%-10.6pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,907 | $3,615+174.1% | $3,817+159.6% | $4,237+133.8% |
| Admin fee / account holder | $7 | $338-98.0% | $3,224-99.8% | $593-98.9% |