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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,092 | $66,457-17.1% | $81,382-32.3% | $77,643-29.0% |
| Participation rate | 83.0% | 68.7%+14.3pp | 69.5%+13.6pp | 70.6%+12.5pp |
| Annual return | 14.01% | 15.93%-1.9pp | 24.73%-10.7pp | 31.24%-17.2pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $2,463-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,942 | $3,679+115.9% | $3,883+104.5% | $4,647+70.9% |
| Admin fee / account holder | $0 | $583-100.0% | $5,768-100.0% | $430-100.0% |