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 | $39,743 | $69,823-43.1% | $77,163-48.5% | $74,419-46.6% |
| Participation rate | 96.1% | 70.0%+26.1pp | 69.6%+26.6pp | 70.7%+25.4pp |
| Annual return | 18.51% | 19.98%-1.5pp | 37.87%-19.4pp | 34.38%-15.9pp |
| Employer contribution / active EE | $0 | $2,150-100.0% | $2,535-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,965 | $3,558+67.7% | $3,833+55.6% | $4,528+31.7% |
| Admin fee / account holder | $0 | $398-100.0% | $5,472-100.0% | $348-100.0% |