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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,011 | $103,430+167.8% | $100,516+175.6% | $93,223+197.1% |
| Participation rate | 95.2% | 84.3%+11.0pp | 79.4%+15.8pp | 74.9%+20.3pp |
| Annual return | 13.52% | 24.60%-11.1pp | 30.89%-17.4pp | 19.29%-5.8pp |
| Employer contribution / active EE | $12,544 | $3,129+300.9% | $3,418+267.1% | $2,680+368.1% |
| Participant deferral / active EE | $13,230 | $6,375+107.5% | $6,270+111.0% | $4,563+189.9% |
| Admin fee / account holder | $0 | $85-100.0% | $8,081-100.0% | $79-100.0% |