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 | $245,901 | $90,629+171.3% | $91,989+167.3% | $82,204+199.1% |
| Participation rate | 98.2% | 84.5%+13.7pp | 78.6%+19.6pp | 73.4%+24.8pp |
| Annual return | 24.61% | 31.50%-6.9pp | 69.02%-44.4pp | 26.31%-1.7pp |
| Employer contribution / active EE | $11,755 | $3,242+262.6% | $3,452+240.6% | $2,707+334.2% |
| Participant deferral / active EE | $12,756 | $5,951+114.4% | $5,923+115.4% | $4,246+200.4% |
| Admin fee / account holder | $0 | $81-100.0% | $7,743-100.0% | $76-100.0% |