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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,586 | $79,171+337.8% | $102,423+238.4% | $74,495+365.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 17.45% | 54.93%-37.5pp | 29.32%-11.9pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $12,960 | $2,362+448.6% | $3,023+328.7% | $2,623+394.1% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $21 | $2,001-98.9% | $9,451-99.8% | $1,942-98.9% |