Filed June 7, 2000 (most recent of 2 filings on file)
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 | $171,757 | $66,457+158.4% | $81,382+111.1% | $77,643+121.2% |
| Participation rate | 73.9% | 68.7%+5.2pp | 69.5%+4.4pp | 70.6%+3.4pp |
| Annual return | 15.44% | 15.93%-0.5pp | 24.73%-9.3pp | 31.24%-15.8pp |
| Employer contribution / active EE | $2,681 | $2,159+24.2% | $2,463+8.9% | $2,726-1.6% |
| Participant deferral / active EE | $5,565 | $3,679+51.3% | $3,883+43.3% | $4,647+19.8% |
| Admin fee / account holder | $44 | $583-92.4% | $5,768-99.2% | $430-89.7% |