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 | $102,208 | $122,602-16.6% | $177,821-42.5% | $93,223+9.6% |
| Participation rate | 93.2% | 91.3%+1.9pp | 87.7%+5.5pp | 74.9%+18.3pp |
| Annual return | 23.20% | 22.53%+0.7pp | 48.32%-25.1pp | 19.29%+3.9pp |
| Employer contribution / active EE | $2,353 | $4,338-45.7% | $5,918-60.2% | $2,680-12.2% |
| Participant deferral / active EE | $7,943 | $7,134+11.3% | $7,714+3.0% | $4,563+74.1% |
| Admin fee / account holder | $0 | $62-100.0% | $12,427-100.0% | $79-100.0% |