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.
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 | $46,984-100.0% | $333,750-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 48.6%-48.6pp | 5.6%-5.6pp |
| Annual return | -13.06% | 39.77%-52.8pp | -9.60%-3.5pp | 39.77%-52.8pp |
| Employer contribution / active EE | $28,655 | $19,959+43.6% | $56,630-49.4% | $19,959+43.6% |
| Participant deferral / active EE | $0 | $614-100.0% | $124-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $5,181-100.0% | $62-100.0% |