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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,973 | $50,106+189.3% | $70,014+107.1% | $57,658+151.4% |
| Participation rate | 73.0% | 70.9%+2.2pp | 71.8%+1.2pp | 70.2%+2.8pp |
| Annual return | 8.76% | 14.58%-5.8pp | 12.99%-4.2pp | 5.13%+3.6pp |
| Employer contribution / active EE | $2,084 | $1,739+19.8% | $2,338-10.9% | $1,974+5.6% |
| Participant deferral / active EE | $4,454 | $2,486+79.2% | $2,931+52.0% | $3,061+45.5% |
| Admin fee / account holder | $3 | $89-96.6% | $4,380-99.9% | $95-96.8% |