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 4-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 | $241,273 | $59,535+305.3% | $90,160+167.6% | $62,292+287.3% |
| Participation rate | 90.7% | 73.0%+17.7pp | 76.9%+13.8pp | 69.5%+21.2pp |
| Annual return | 15.52% | 23.53%-8.0pp | 34.88%-19.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $6,716 | $1,826+267.9% | $3,318+102.4% | $2,042+228.9% |
| Participant deferral / active EE | $7,512 | $4,639+61.9% | $5,288+42.1% | $3,169+137.0% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |