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 | $74,886 | $61,473+21.8% | $81,930-8.6% | $73,409+2.0% |
| Participation rate | 74.6% | 72.4%+2.2pp | 72.0%+2.6pp | 72.2%+2.4pp |
| Annual return | 14.10% | 28.26%-14.2pp | 29.49%-15.4pp | 59.29%-45.2pp |
| Employer contribution / active EE | $754 | $1,898-60.2% | $4,310-82.5% | $2,234-66.2% |
| Participant deferral / active EE | $2,410 | $3,080-21.7% | $7,107-66.1% | $3,805-36.7% |
| Admin fee / account holder | $5 | $125-96.1% | $5,158-99.9% | $158-96.9% |