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 | $159,334 | $61,473+159.2% | $81,930+94.5% | $73,409+117.0% |
| Participation rate | 78.5% | 72.4%+6.1pp | 72.0%+6.5pp | 72.2%+6.3pp |
| Annual return | 16.16% | 28.26%-12.1pp | 29.49%-13.3pp | 59.29%-43.1pp |
| Employer contribution / active EE | $2,596 | $1,898+36.8% | $4,310-39.8% | $2,234+16.2% |
| Participant deferral / active EE | $5,517 | $3,080+79.1% | $7,107-22.4% | $3,805+45.0% |
| Admin fee / account holder | $2 | $125-98.4% | $5,158-100.0% | $158-98.8% |