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.
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 | $49,572 | $52,293-5.2% | $178,490-72.2% | $73,409-32.5% |
| Participation rate | 98.9% | 65.3%+33.5pp | 81.9%+16.9pp | 72.2%+26.7pp |
| Annual return | 14.90% | 34.75%-19.8pp | 151.07%-136.2pp | 59.29%-44.4pp |
| Employer contribution / active EE | $1,986 | $1,735+14.5% | $5,011-60.4% | $2,234-11.1% |
| Participant deferral / active EE | $2,194 | $2,332-5.9% | $5,202-57.8% | $3,805-42.3% |
| Admin fee / account holder | $30 | $127-76.7% | $13,984-99.8% | $158-81.2% |