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 | $40,289-100.0% | $111,575-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 8.4%-8.4pp | 4.2%-4.2pp |
| Annual return | 13.37% | 10.64%+2.7pp | 18.87%-5.5pp | 10.64%+2.7pp |
| Employer contribution / active EE | $2,607 | $11,561-77.5% | $19,828-86.9% | $11,561-77.5% |
| Participant deferral / active EE | $0 | $347-100.0% | $68-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $262-100.0% | $312-100.0% |