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 | $36,115 | $56,503-36.1% | $70,092-48.5% | $64,808-44.3% |
| Participation rate | 91.9% | 70.5%+21.4pp | 70.5%+21.4pp | 71.5%+20.4pp |
| Annual return | -15.55% | -13.44%-2.1pp | 190.73%-206.3pp | 32.82%-48.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,559-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $7,015 | $3,389+107.0% | $3,849+82.3% | $4,310+62.7% |
| Admin fee / account holder | $0 | $160-100.0% | $6,267-100.0% | $188-100.0% |