Filed January 4, 2001
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 | $46,244-100.0% | $336,625-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 51.5%-51.5pp | 2.8%-2.8pp |
| Annual return | 10.75% | 16.32%-5.6pp | 10.36%+0.4pp | 16.32%-5.6pp |
| Employer contribution / active EE | $7,803 | $17,007-54.1% | $52,561-85.2% | $17,007-54.1% |
| Participant deferral / active EE | $0 | $406-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $7,349-100.0% | $127-100.0% |