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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $101,802-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 6.13% | 33.11%-27.0pp | 9.51%-3.4pp | 33.11%-27.0pp |
| Employer contribution / active EE | $10,976 | $9,000+22.0% | $23,377-53.0% | $9,000+22.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $14-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $769-100.0% | - |