Filed October 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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,213 | $92,090-4.2% | $106,201-16.9% | $77,671+13.6% |
| Participation rate | 86.6% | 81.0%+5.6pp | 75.3%+11.3pp | 70.6%+16.0pp |
| Annual return | 10.06% | 17.89%-7.8pp | 116.26%-106.2pp | 31.21%-21.2pp |
| Employer contribution / active EE | $1,255 | $3,368-62.8% | $3,170-60.4% | $2,726-54.0% |
| Participant deferral / active EE | $3,489 | $5,386-35.2% | $5,012-30.4% | $4,648-24.9% |
| Admin fee / account holder | $0 | $219-100.0% | $11,039-100.0% | $430-100.0% |