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 | $214,148 | $65,557+226.7% | $64,056+234.3% | $71,457+199.7% |
| Participation rate | 97.2% | 73.2%+24.1pp | 72.3%+24.9pp | 67.9%+29.3pp |
| Annual return | 13.45% | 18.94%-5.5pp | 33.69%-20.2pp | 28.85%-15.4pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $10,110 | $3,626+178.8% | $3,880+160.6% | $4,289+135.7% |
| Admin fee / account holder | $6 | $616-99.0% | $3,068-99.8% | $1,587-99.6% |