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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,934 | $46,292+10.0% | $143,757-64.6% | $64,808-21.4% |
| Participation rate | 99.4% | 64.2%+35.2pp | 80.3%+19.1pp | 71.5%+28.0pp |
| Annual return | -17.15% | -10.05%-7.1pp | -0.04%-17.1pp | 32.82%-50.0pp |
| Employer contribution / active EE | $2,223 | $1,910+16.4% | $4,951-55.1% | $2,506-11.3% |
| Participant deferral / active EE | $2,402 | $2,646-9.2% | $5,637-57.4% | $4,310-44.3% |
| Admin fee / account holder | $38 | $154-75.1% | $14,673-99.7% | $188-79.6% |