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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,420 | $56,629+22.6% | $77,999-11.0% | $55,167+25.8% |
| Participation rate | 94.4% | 73.3%+21.1pp | 75.5%+18.9pp | 69.0%+25.5pp |
| Annual return | 5.37% | 2866.98%-2861.6pp | 425.96%-420.6pp | 169.23%-163.9pp |
| Employer contribution / active EE | $1,667 | $1,723-3.2% | $2,470-32.5% | $1,963-15.0% |
| Participant deferral / active EE | $3,271 | $2,777+17.8% | $3,497-6.5% | $3,054+7.1% |
| Admin fee / account holder | $13 | $467-97.1% | $5,480-99.8% | $504-97.3% |