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 | $78,627 | $89,274-11.9% | $149,718-47.5% | $77,958+0.9% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 24.51% | 20.36%+4.1pp | 1501.63%-1477.1pp | 20.87%+3.6pp |
| Employer contribution / active EE | $2,233 | $3,727-40.1% | $5,445-59.0% | $2,310-3.4% |
| Participant deferral / active EE | $7,556 | $5,382+40.4% | $6,569+15.0% | $3,537+113.6% |
| Admin fee / account holder | $0 | $240-100.0% | $11,283-100.0% | $97-100.0% |