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.
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 | $268,298 | $87,621+206.2% | $86,436+210.4% | $77,904+244.4% |
| Participation rate | 100.0% | 85.8%+14.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -16.74% | -13.90%-2.8pp | 4394.89%-4411.6pp | 12.21%-28.9pp |
| Employer contribution / active EE | $15,985 | $3,474+360.2% | $3,769+324.2% | $2,848+461.3% |
| Participant deferral / active EE | $16,785 | $8,645+94.2% | $6,952+141.5% | $4,806+249.3% |
| Admin fee / account holder | $0 | $85-100.0% | $6,731-100.0% | $133-100.0% |