Filed June 2, 1999 (most recent of 3 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $112,253 | $55,182+103.4% | $73,307+53.1% | $55,191+103.4% |
| Participation rate | 99.5% | 73.9%+25.6pp | 74.9%+24.6pp | 69.2%+30.3pp |
| Annual return | 1.57% | 8.55%-7.0pp | 5.67%-4.1pp | 10.78%-9.2pp |
| Employer contribution / active EE | $8,794 | $1,935+354.6% | $3,237+171.6% | $1,899+363.1% |
| Participant deferral / active EE | $0 | $4,641-100.0% | $4,991-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $5,637-100.0% | $91-100.0% |