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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,578 | $58,320+158.2% | $86,436+74.2% | $66,914+125.0% |
| Participation rate | 99.5% | 78.6%+21.0pp | 80.3%+19.2pp | 69.8%+29.7pp |
| Annual return | -16.42% | -9.71%-6.7pp | 4394.89%-4411.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $5,686 | $2,615+117.4% | $3,769+50.9% | $2,544+123.5% |
| Participant deferral / active EE | $0 | $6,899-100.0% | $6,952-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,731-100.0% | $593-100.0% |