Filed October 12, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,221 | $152,104+48.1% | $184,200+22.3% | $106,408+111.7% |
| Participation rate | 99.5% | 85.9%+13.6pp | 86.8%+12.7pp | 69.9%+29.6pp |
| Annual return | 14.98% | 20.70%-5.7pp | 28.80%-13.8pp | 17.37%-2.4pp |
| Employer contribution / active EE | $8,635 | $5,326+62.1% | $6,424+34.4% | $3,361+156.9% |
| Participant deferral / active EE | $13,410 | $8,559+56.7% | $9,132+46.8% | $5,567+140.9% |
| Admin fee / account holder | $0 | $103-100.0% | $13,907-100.0% | $79-100.0% |