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 | $64,629 | $75,760-14.7% | $123,104-47.5% | $59,188+9.2% |
| Participation rate | 94.7% | 86.0%+8.7pp | 86.8%+8.0pp | 69.4%+25.3pp |
| Annual return | 21.28% | 2.93%+18.4pp | 13.22%+8.1pp | 5.51%+15.8pp |
| Employer contribution / active EE | $1,844 | $3,415-46.0% | $5,151-64.2% | $2,098-12.1% |
| Participant deferral / active EE | $6,154 | $5,000+23.1% | $6,230-1.2% | $3,265+88.5% |
| Admin fee / account holder | $0 | $61-100.0% | $9,015-100.0% | $92-100.0% |