Filed January 14, 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 | $91,330 | $47,126+93.8% | $149,673-39.0% | $74,419+22.7% |
| Participation rate | 70.8% | 63.4%+7.4pp | 78.8%-7.9pp | 70.7%+0.1pp |
| Annual return | 20.56% | 22.75%-2.2pp | 134.42%-113.9pp | 34.38%-13.8pp |
| Employer contribution / active EE | $1,782 | $1,905-6.5% | $4,818-63.0% | $2,637-32.4% |
| Participant deferral / active EE | $3,833 | $2,728+40.5% | $5,680-32.5% | $4,528-15.4% |
| Admin fee / account holder | $9 | $343-97.3% | $13,210-99.9% | $348-97.4% |