Filed December 19, 1995 (most recent of 2 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,927 | $158,120-0.8% | $68,509+129.1% | $69,651+125.3% |
| Participation rate | 91.4% | 88.0%+3.4pp | 74.7%+16.7pp | 66.6%+24.9pp |
| Annual return | -3.40% | 3.41%-6.8pp | 8.27%-11.7pp | 53.77%-57.2pp |
| Employer contribution / active EE | $2,785 | $5,427-48.7% | $2,278+22.3% | $2,241+24.3% |
| Participant deferral / active EE | $4,538 | $7,897-42.5% | $3,382+34.2% | $3,635+24.8% |
| Admin fee / account holder | $0 | $74-100.0% | $5,275-100.0% | $63-100.0% |