Filed November 9, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,130 | $54,701-13.8% | $86,188-45.3% | $71,457-34.0% |
| Participation rate | 91.7% | 60.1%+31.6pp | 69.0%+22.8pp | 67.9%+23.8pp |
| Annual return | 16.33% | 20.06%-3.7pp | 1168.45%-1152.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $352 | $1,265-72.2% | $2,380-85.2% | $2,588-86.4% |
| Participant deferral / active EE | $2,075 | $3,108-33.2% | $3,985-47.9% | $4,289-51.6% |
| Admin fee / account holder | $77 | $1,922-96.0% | $6,852-98.9% | $1,587-95.2% |