Filed July 21, 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,734 | $74,552+55.2% | $62,995+83.7% | $69,631+66.2% |
| Participation rate | 98.4% | 78.3%+20.2pp | 74.8%+23.6pp | 70.7%+27.7pp |
| Annual return | 13.65% | 15.77%-2.1pp | 87.57%-73.9pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $4,425 | $2,929+51.1% | $2,759+60.4% | $2,032+117.7% |
| Participant deferral / active EE | $3,697 | $2,974+24.3% | $3,329+11.0% | $3,224+14.7% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |