Filed February 19, 2001
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,370 | $53,516-0.3% | $126,539-57.8% | $84,808-37.1% |
| Participation rate | 92.7% | 58.2%+34.4pp | 69.8%+22.9pp | 68.3%+24.4pp |
| Annual return | 10.57% | 58.34%-47.8pp | 425.95%-415.4pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,690 | $1,535+10.1% | $3,674-54.0% | $2,631-35.8% |
| Participant deferral / active EE | $2,815 | $2,671+5.4% | $4,083-31.1% | $4,212-33.2% |
| Admin fee / account holder | $5 | $4,497-99.9% | $6,065-99.9% | $7,344-99.9% |