Filed April 26, 1999
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,474 | $55,790-72.3% | $76,817-79.9% | $67,579-77.1% |
| Participation rate | 98.2% | 71.1%+27.1pp | 72.1%+26.1pp | 71.3%+26.9pp |
| Annual return | 0.42% | 64.45%-64.0pp | 1166.11%-1165.7pp | 378.56%-378.1pp |
| Employer contribution / active EE | $1,608 | $1,810-11.2% | $2,302-30.2% | $2,148-25.1% |
| Participant deferral / active EE | $0 | $2,875-100.0% | $3,336-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $159-100.0% | $6,420-100.0% | $142-100.0% |