Filed March 20, 1995
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 | $51,797 | $84,936-39.0% | $111,297-53.5% | $79,386-34.8% |
| Participation rate | 89.0% | 75.9%+13.2pp | 77.3%+11.7pp | 70.7%+18.3pp |
| Annual return | 11.81% | 17.45%-5.6pp | 54.65%-42.8pp | 116.85%-105.0pp |
| Employer contribution / active EE | $649 | $1,979-67.2% | $2,731-76.2% | $2,427-73.2% |
| Participant deferral / active EE | $3,859 | $3,888-0.8% | $4,487-14.0% | $4,046-4.6% |
| Admin fee / account holder | $216 | $537-59.8% | $7,964-97.3% | $626-65.6% |