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 | $152,853 | $169,122-9.6% | $77,999+96.0% | $329,111-53.6% |
| Participation rate | 93.5% | 88.4%+5.2pp | 75.5%+18.0pp | 67.9%+25.6pp |
| Annual return | 6.04% | 11.00%-5.0pp | 425.96%-419.9pp | 16.35%-10.3pp |
| Employer contribution / active EE | $4,139 | $5,827-29.0% | $2,470+67.6% | $2,303+79.7% |
| Participant deferral / active EE | $4,931 | $8,046-38.7% | $3,497+41.0% | $3,682+33.9% |
| Admin fee / account holder | $77 | $83-6.4% | $5,480-98.6% | $754-89.8% |