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 | $154,503 | $55,790+176.9% | $76,817+101.1% | $67,579+128.6% |
| Participation rate | 74.6% | 71.1%+3.5pp | 72.1%+2.5pp | 71.3%+3.3pp |
| Annual return | 23.15% | 64.45%-41.3pp | 1166.11%-1143.0pp | 378.56%-355.4pp |
| Employer contribution / active EE | $2,142 | $1,810+18.3% | $2,302-7.0% | $2,148-0.3% |
| Participant deferral / active EE | $4,389 | $2,875+52.6% | $3,336+31.6% | $3,539+24.0% |
| Admin fee / account holder | $2 | $159-98.7% | $6,420-100.0% | $142-98.5% |