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 | $16,639 | $53,925-69.1% | $75,670-78.0% | $69,631-76.1% |
| Participation rate | 96.9% | 71.2%+25.7pp | 72.3%+24.5pp | 70.7%+26.2pp |
| Annual return | 22.78% | 17.84%+4.9pp | 27.34%-4.6pp | 27571.02%-27548.2pp |
| Employer contribution / active EE | $5,766 | $1,802+220.0% | $2,352+145.2% | $2,032+183.7% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,142-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,800-100.0% | $110-100.0% |