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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,652 | $89,282+32.9% | $94,646+25.4% | $74,419+59.4% |
| Participation rate | 99.2% | 82.4%+16.8pp | 80.8%+18.4pp | 70.7%+28.5pp |
| Annual return | -11.50% | 25.96%-37.5pp | 156.71%-168.2pp | 34.38%-45.9pp |
| Employer contribution / active EE | $4,847 | $3,022+60.4% | $3,672+32.0% | $2,637+83.8% |
| Participant deferral / active EE | $0 | $8,425-100.0% | $7,418-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $7,231-100.0% | $348-100.0% |