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 | $71,599 | $80,354-10.9% | $133,980-46.6% | $63,975+11.9% |
| Participation rate | 94.6% | 87.5%+7.0pp | 87.1%+7.5pp | 71.1%+23.4pp |
| Annual return | 13.88% | 13.11%+0.8pp | 29.30%-15.4pp | 48.65%-34.8pp |
| Employer contribution / active EE | $2,032 | $3,503-42.0% | $5,211-61.0% | $2,182-6.9% |
| Participant deferral / active EE | $6,757 | $5,239+29.0% | $6,282+7.6% | $3,356+101.3% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |