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.
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 | $6,130 | $94,529-93.5% | $140,016-95.6% | $64,186-90.5% |
| Participation rate | 99.0% | 84.1%+14.9pp | 87.5%+11.5pp | 69.6%+29.4pp |
| Annual return | 1.85% | 7.77%-5.9pp | 651.12%-649.3pp | 7.63%-5.8pp |
| Employer contribution / active EE | $1,567 | $3,812-58.9% | $5,606-72.0% | $2,381-34.2% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5 | $6,741-99.9% | $10,705-100.0% | $4,888-99.9% |