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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,360 | $46,072-73.2% | $70,014-82.3% | $55,167-77.6% |
| Participation rate | 97.5% | 67.5%+30.0pp | 71.8%+25.6pp | 69.0%+28.5pp |
| Annual return | 14.04% | 8.68%+5.4pp | 12.99%+1.1pp | 169.23%-155.2pp |
| Employer contribution / active EE | $4,395 | $1,500+193.0% | $2,338+88.0% | $1,963+124.0% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $428-100.0% | $4,380-100.0% | $504-100.0% |