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 | $16,314 | $66,528-75.5% | $86,874-81.2% | $86,799-81.2% |
| Participation rate | 94.0% | 72.4%+21.6pp | 71.6%+22.4pp | 72.3%+21.7pp |
| Annual return | -39.20% | 19.56%-58.8pp | 63.52%-102.7pp | 97.91%-137.1pp |
| Employer contribution / active EE | $7,056 | $2,007+251.6% | $2,495+182.8% | $2,405+193.4% |
| Participant deferral / active EE | $0 | $3,240-100.0% | $3,699-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $5,828-100.0% | $170-100.0% |