Filed September 21, 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.
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $47,522-100.0% | $19,623-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 12.5%-12.5pp | 9.2%-9.2pp |
| Annual return | -1.77% | -0.08%-1.7pp | -0.97%-0.8pp | -0.08%-1.7pp |
| Employer contribution / active EE | $5,218 | $7,991-34.7% | $22,441-76.7% | $7,991-34.7% |
| Participant deferral / active EE | $0 | $325-100.0% | $183-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $2,730-100.0% | $275-100.0% |