Filed August 9, 1994
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 | $90,415 | $80,968+11.7% | $96,544-6.3% | $75,163+20.3% |
| Participation rate | 84.4% | 71.8%+12.6pp | 76.0%+8.4pp | 67.2%+17.2pp |
| Annual return | 17.19% | 27.06%-9.9pp | 25.84%-8.6pp | 160.62%-143.4pp |
| Employer contribution / active EE | $789 | $2,282-65.4% | $2,965-73.4% | $2,670-70.5% |
| Participant deferral / active EE | $3,412 | $3,928-13.1% | $4,851-29.7% | $4,125-17.3% |
| Admin fee / account holder | $23 | $6,724-99.7% | $8,252-99.7% | $5,651-99.6% |