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 | $44,571 | $48,277-7.7% | $63,517-29.8% | $55,191-19.2% |
| Participation rate | 70.9% | 69.4%+1.5pp | 71.0%-0.2pp | 69.2%+1.7pp |
| Annual return | -0.90% | 2.37%-3.3pp | -70.30%+69.4pp | 10.78%-11.7pp |
| Employer contribution / active EE | $617 | $1,592-61.3% | $2,322-73.4% | $1,899-67.5% |
| Participant deferral / active EE | $1,853 | $2,432-23.8% | $2,953-37.3% | $3,046-39.2% |
| Admin fee / account holder | $7 | $86-92.2% | $5,892-99.9% | $91-92.6% |