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 | $0 | $172,369-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 73.8%-73.8pp | - |
| Annual return | -65.52% | -6.54%-59.0pp | -2.10%-63.4pp | - |
| Employer contribution / active EE | $0 | $151-100.0% | $47,476-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $3,477-100.0% | - |
| Admin fee / account holder | $0 | $0 | $1,037-100.0% | - |