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 | $139,874 | $48,261+189.8% | $68,793+103.3% | $55,725+151.0% |
| Participation rate | 76.4% | 71.0%+5.4pp | 72.2%+4.2pp | 70.9%+5.6pp |
| Annual return | -4.14% | -2.61%-1.5pp | -4.63%+0.5pp | 244.93%-249.1pp |
| Employer contribution / active EE | $2,065 | $1,742+18.5% | $2,625-21.3% | $2,078-0.6% |
| Participant deferral / active EE | $4,279 | $2,712+57.8% | $3,311+29.2% | $3,356+27.5% |
| Admin fee / account holder | $2 | $126-98.1% | $5,131-100.0% | $115-97.9% |