Filed September 16, 1994 (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 | $100,948 | $78,485+28.6% | $106,213-5.0% | $74,495+35.5% |
| Participation rate | 94.2% | 72.8%+21.4pp | 75.3%+18.9pp | 67.2%+27.0pp |
| Annual return | 17.55% | 15.95%+1.6pp | 116.14%-98.6pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $2,770 | $2,523+9.8% | $3,171-12.7% | $2,623+5.6% |
| Participant deferral / active EE | $4,331 | $4,322+0.2% | $5,016-13.6% | $4,346-0.3% |
| Admin fee / account holder | $15 | $2,232-99.3% | $11,033-99.9% | $1,942-99.2% |