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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,872 | $62,127+46.3% | $81,382+11.7% | $74,495+22.0% |
| Participation rate | 78.8% | 64.0%+14.8pp | 69.5%+9.4pp | 67.2%+11.6pp |
| Annual return | 3.81% | 16.48%-12.7pp | 24.73%-20.9pp | 1364.94%-1361.1pp |
| Employer contribution / active EE | $870 | $1,882-53.8% | $2,463-64.7% | $2,623-66.8% |
| Participant deferral / active EE | $3,019 | $3,229-6.5% | $3,883-22.3% | $4,346-30.5% |
| Admin fee / account holder | $48 | $1,934-97.5% | $5,768-99.2% | $1,942-97.5% |