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.
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 | $11,249 | $121,341-90.7% | $189,513-94.1% | $79,386-85.8% |
| Participation rate | 92.8% | 86.1%+6.7pp | 87.8%+5.0pp | 70.7%+22.1pp |
| Annual return | 6.45% | 21.08%-14.6pp | 555.15%-548.7pp | 116.85%-110.4pp |
| Employer contribution / active EE | $3,181 | $3,915-18.7% | $6,162-48.4% | $2,427+31.1% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,221-100.0% | $4,046-100.0% |
| Admin fee / account holder | $16 | $651-97.6% | $12,045-99.9% | $626-97.5% |