Filed December 20, 1999 (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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,325 | $75,828+62.6% | $147,614-16.5% | $59,632+106.8% |
| Participation rate | 96.3% | 71.6%+24.7pp | 84.6%+11.7pp | 68.7%+27.6pp |
| Annual return | -2.76% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $4,534 | $3,485+30.1% | $5,564-18.5% | $2,203+105.8% |
| Participant deferral / active EE | $7,833 | $3,130+150.2% | $4,895+60.0% | $3,192+145.4% |
| Admin fee / account holder | -$55 | $5,985-100.9% | $11,611-100.5% | $4,297-101.3% |