Filed September 22, 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 | $74,407 | $136,307-45.4% | $177,821-58.2% | $73,488+1.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 13.42% | 18.68%-5.3pp | 48.32%-34.9pp | 28.51%-15.1pp |
| Employer contribution / active EE | $2,282 | $3,712-38.5% | $5,918-61.4% | $2,270+0.5% |
| Participant deferral / active EE | $8,897 | $5,829+52.6% | $7,714+15.3% | $3,740+137.9% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |