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 | $83,298 | $50,982+63.4% | $154,803-46.2% | $85,563-2.6% |
| Participation rate | 86.5% | 59.8%+26.7pp | 78.1%+8.4pp | 66.0%+20.6pp |
| Annual return | 15.76% | 30.35%-14.6pp | 58.88%-43.1pp | 31.51%-15.7pp |
| Employer contribution / active EE | $2,569 | $1,708+50.4% | $4,305-40.3% | $2,654-3.2% |
| Participant deferral / active EE | $2,894 | $2,474+17.0% | $5,540-47.8% | $4,375-33.8% |
| Admin fee / account holder | $36 | $846-95.7% | $14,329-99.7% | $834-95.6% |