Filed September 30, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,519 | $65,435+108.6% | $86,677+57.5% | $66,914+104.0% |
| Participation rate | 80.7% | 75.5%+5.2pp | 76.6%+4.1pp | 69.8%+10.9pp |
| Annual return | -9.10% | -10.89%+1.8pp | 35.91%-45.0pp | 1.58%-10.7pp |
| Employer contribution / active EE | $3,369 | $2,153+56.5% | $2,836+18.8% | $2,544+32.4% |
| Participant deferral / active EE | $5,459 | $4,100+33.1% | $4,656+17.3% | $4,237+28.8% |
| Admin fee / account holder | $10 | $642-98.5% | $7,493-99.9% | $593-98.4% |