Filed January 28, 2002 (most recent of 4 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $517,258-100.0% | $589,148-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 78.9%-78.9pp | - |
| Annual return | -25.73% | -0.21%-25.5pp | 4.37%-30.1pp | - |
| Employer contribution / active EE | $0 | $0 | $34,823-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $7,344-100.0% | - |
| Admin fee / account holder | $0 | $0 | $16,101-100.0% | - |