Filed December 3, 1999 (most recent of 6 filings on file)
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,956 | $44,873+82.6% | $79,464+3.1% | $56,287+45.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -5.48% | 0.81%-6.3pp | 718.14%-723.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $4,782 | $2,140+123.5% | $2,800+70.8% | $2,111+126.5% |
| Participant deferral / active EE | $6,033 | $2,746+119.7% | $3,704+62.9% | $3,350+80.1% |
| Admin fee / account holder | $3 | $418-99.3% | $5,113-99.9% | $521-99.4% |