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 | $50,133 | $50,106+0.1% | $70,014-28.4% | $57,658-13.1% |
| Participation rate | 73.6% | 70.9%+2.8pp | 71.8%+1.8pp | 70.2%+3.4pp |
| Annual return | 6.50% | 14.58%-8.1pp | 12.99%-6.5pp | 5.13%+1.4pp |
| Employer contribution / active EE | $657 | $1,739-62.2% | $2,338-71.9% | $1,974-66.7% |
| Participant deferral / active EE | $2,052 | $2,486-17.5% | $2,931-30.0% | $3,061-33.0% |
| Admin fee / account holder | $5 | $89-93.8% | $4,380-99.9% | $95-94.2% |