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 | $155,790 | $69,823+123.1% | $77,163+101.9% | $74,419+109.3% |
| Participation rate | 74.4% | 70.0%+4.4pp | 69.6%+4.9pp | 70.7%+3.7pp |
| Annual return | 19.12% | 19.98%-0.9pp | 37.87%-18.8pp | 34.38%-15.3pp |
| Employer contribution / active EE | $2,742 | $2,150+27.5% | $2,535+8.2% | $2,637+4.0% |
| Participant deferral / active EE | $6,526 | $3,558+83.4% | $3,833+70.2% | $4,528+44.1% |
| Admin fee / account holder | $46 | $398-88.5% | $5,472-99.2% | $348-86.8% |