Filed December 21, 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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,875 | $266,879-98.2% | $149,718-96.7% | - |
| Participation rate | 100.0% | 82.4%+17.6pp | 87.1%+12.9pp | - |
| Annual return | 0.71% | 8.05%-7.3pp | 1501.63%-1500.9pp | - |
| Employer contribution / active EE | $1,493 | $3,117-52.1% | $5,445-72.6% | - |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,569-100.0% | - |
| Admin fee / account holder | $0 | $11,107-100.0% | $11,283-100.0% | - |