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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,466 | $76,050+75.5% | $96,544+38.2% | $71,457+86.8% |
| Participation rate | 82.1% | 74.4%+7.7pp | 76.0%+6.2pp | 67.9%+14.2pp |
| Annual return | 10.43% | 22.81%-12.4pp | 25.84%-15.4pp | 28.85%-18.4pp |
| Employer contribution / active EE | $3,791 | $2,244+68.9% | $2,965+27.8% | $2,588+46.5% |
| Participant deferral / active EE | $5,892 | $4,215+39.8% | $4,851+21.5% | $4,289+37.4% |
| Admin fee / account holder | $24 | $2,707-99.1% | $8,252-99.7% | $1,587-98.5% |