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 | $324,158 | $73,638+340.2% | $95,952+237.8% | $73,488+341.1% |
| Participation rate | 98.9% | 76.2%+22.7pp | 77.1%+21.8pp | 70.7%+28.2pp |
| Annual return | 4.47% | 16.78%-12.3pp | 91.61%-87.1pp | 28.51%-24.0pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,997 | $3,617-44.8% | $4,167-52.1% | $3,740-46.6% |
| Admin fee / account holder | $0 | $482-99.9% | $6,795-100.0% | $513-99.9% |