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 | $73,896 | $50,815+45.4% | $155,509-52.5% | $77,643-4.8% |
| Participation rate | 97.5% | 63.1%+34.4pp | 78.2%+19.3pp | 70.6%+26.9pp |
| Annual return | 29.49% | 34.80%-5.3pp | 64.67%-35.2pp | 31.24%-1.7pp |
| Employer contribution / active EE | $2,949 | $1,993+48.0% | $4,672-36.9% | $2,726+8.2% |
| Participant deferral / active EE | $3,208 | $2,822+13.7% | $5,626-43.0% | $4,647-31.0% |
| Admin fee / account holder | $32 | $437-92.6% | $15,912-99.8% | $430-92.5% |