Filed October 30, 2000 (most recent of 2 filings on file)
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.
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 | $106,327 | $79,523+33.7% | $140,016-24.1% | $56,287+88.9% |
| Participation rate | 84.1% | 85.7%-1.6pp | 87.5%-3.4pp | 69.9%+14.2pp |
| Annual return | -4.16% | 2.39%-6.5pp | 651.12%-655.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $2,005 | $3,350-40.2% | $5,606-64.2% | $2,111-5.0% |
| Participant deferral / active EE | $8,516 | $5,129+66.0% | $6,927+22.9% | $3,350+154.2% |
| Admin fee / account holder | $20 | $614-96.7% | $10,705-99.8% | $521-96.1% |