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.
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 | $125,274 | $77,634+61.4% | $156,549-20.0% | $62,891+99.2% |
| Participation rate | 95.8% | 71.2%+24.6pp | 84.0%+11.8pp | 69.3%+26.5pp |
| Annual return | 8.71% | 50.32%-41.6pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $4,972 | $3,444+44.4% | $5,501-9.6% | $2,281+118.0% |
| Participant deferral / active EE | $8,934 | $3,045+193.4% | $4,871+83.4% | $3,203+178.9% |
| Admin fee / account holder | -$31 | $5,561-100.6% | $13,027-100.2% | $4,296-100.7% |