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 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 | $64,987 | $55,790+16.5% | $76,817-15.4% | $67,579-3.8% |
| Participation rate | 87.5% | 71.1%+16.4pp | 72.1%+15.4pp | 71.3%+16.2pp |
| Annual return | 15.64% | 64.45%-48.8pp | 1166.11%-1150.5pp | 378.56%-362.9pp |
| Employer contribution / active EE | $731 | $1,810-59.6% | $2,302-68.3% | $2,148-66.0% |
| Participant deferral / active EE | $2,297 | $2,875-20.1% | $3,336-31.1% | $3,539-35.1% |
| Admin fee / account holder | $5 | $159-96.7% | $6,420-99.9% | $142-96.4% |