Filed November 2, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,115 | $65,376+423.3% | $87,100+292.8% | $65,185+424.8% |
| Participation rate | 96.4% | 75.3%+21.0pp | 76.9%+19.5pp | 70.2%+26.2pp |
| Annual return | 11.77% | 31.27%-19.5pp | 28.19%-16.4pp | 29.38%-17.6pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,731 | $3,388-48.9% | $4,049-57.2% | $3,514-50.7% |
| Admin fee / account holder | $5 | $520-99.1% | $7,497-99.9% | $847-99.4% |