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 | $59,039 | $47,126+25.3% | $149,673-60.6% | $74,419-20.7% |
| Participation rate | 97.8% | 63.4%+34.4pp | 78.8%+19.0pp | 70.7%+27.0pp |
| Annual return | 17.18% | 22.75%-5.6pp | 134.42%-117.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $2,323 | $1,905+21.9% | $4,818-51.8% | $2,637-11.9% |
| Participant deferral / active EE | $2,757 | $2,728+1.1% | $5,680-51.5% | $4,528-39.1% |
| Admin fee / account holder | $31 | $343-90.9% | $13,210-99.8% | $348-91.0% |