Filed July 31, 1995 (most recent of 3 filings on file)
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 | $215,592 | $177,276+21.6% | $90,160+139.1% | $177,276+21.6% |
| Participation rate | 89.9% | 74.8%+15.0pp | 76.9%+13.0pp | 74.8%+15.0pp |
| Annual return | 17.84% | 21.25%-3.4pp | 34.88%-17.0pp | 21.25%-3.4pp |
| Employer contribution / active EE | $10,764 | $2,479+334.2% | $3,318+224.4% | $2,479+334.2% |
| Participant deferral / active EE | $11,049 | $3,881+184.7% | $5,288+109.0% | $3,881+184.7% |
| Admin fee / account holder | $0 | $154-100.0% | $5,943-100.0% | $154-100.0% |