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 | $200,395 | $68,904+190.8% | $83,333+140.5% | $68,904+190.8% |
| Participation rate | 92.1% | 74.1%+18.0pp | 77.8%+14.3pp | 74.1%+18.0pp |
| Annual return | -0.52% | 1.07%-1.6pp | 10.63%-11.2pp | 1.07%-1.6pp |
| Employer contribution / active EE | $11,304 | $2,540+345.0% | $3,379+234.6% | $2,540+345.0% |
| Participant deferral / active EE | $11,688 | $4,015+191.1% | $5,565+110.0% | $4,015+191.1% |
| Admin fee / account holder | $0 | $71-100.0% | $7,510-100.0% | $71-100.0% |