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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $274,299-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 39.8%-39.8pp | 3.6%-3.6pp |
| Annual return | 2.36% | 11.84%-9.5pp | 8.84%-6.5pp | 11.84%-9.5pp |
| Employer contribution / active EE | $5,747 | $17,339-66.9% | $67,446-91.5% | $17,339-66.9% |
| Participant deferral / active EE | $0 | $683-100.0% | $4-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $46,528-100.0% | $409-100.0% |