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 | $55,328 | $48,261+14.6% | $68,793-19.6% | $55,725-0.7% |
| Participation rate | 86.9% | 71.0%+15.8pp | 72.2%+14.6pp | 70.9%+16.0pp |
| Annual return | -2.74% | -2.61%-0.1pp | -4.63%+1.9pp | 244.93%-247.7pp |
| Employer contribution / active EE | $849 | $1,742-51.2% | $2,625-67.6% | $2,078-59.1% |
| Participant deferral / active EE | $2,662 | $2,712-1.8% | $3,311-19.6% | $3,356-20.7% |
| Admin fee / account holder | $6 | $126-95.6% | $5,131-99.9% | $115-95.1% |