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 | $138,296 | $79,171+74.7% | $102,423+35.0% | $74,495+85.6% |
| Participation rate | 80.6% | 74.8%+5.8pp | 76.5%+4.1pp | 67.2%+13.4pp |
| Annual return | 10.11% | 54.93%-44.8pp | 29.32%-19.2pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $4,098 | $2,362+73.5% | $3,023+35.6% | $2,623+56.2% |
| Participant deferral / active EE | $6,199 | $4,415+40.4% | $5,053+22.7% | $4,346+42.7% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,451-100.0% | $1,942-100.0% |