Filed August 24, 2000
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 8-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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $484,799-100.0% | $260,922-100.0% | $484,799-100.0% |
| Participation rate | 0.0% | 91.1%-91.1pp | 100.0%-100.0pp | 91.1%-91.1pp |
| Annual return | 0.00% | 5.95%-5.9pp | 1.45%-1.5pp | 5.95%-5.9pp |
| Employer contribution / active EE | $0 | $27,493-100.0% | $51,776-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $0 | $6,572-100.0% | $4,800-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $18,209-100.0% | $2,527-100.0% | $18,209-100.0% |