Filed December 22, 2000
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 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 | $42,215 | $62,928-32.9% | $172,739-75.6% | $67,579-37.5% |
| Participation rate | 98.0% | 64.5%+33.6pp | 82.6%+15.4pp | 71.3%+26.7pp |
| Annual return | 2.20% | 30.36%-28.2pp | 802.84%-800.6pp | 378.56%-376.4pp |
| Employer contribution / active EE | $1,794 | $1,636+9.7% | $5,143-65.1% | $2,148-16.5% |
| Participant deferral / active EE | $1,923 | $2,145-10.3% | $5,198-63.0% | $3,539-45.7% |
| Admin fee / account holder | $37 | $167-77.7% | $13,954-99.7% | $142-73.9% |