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 | $82,172 | $63,299+29.8% | $91,001-9.7% | $62,292+31.9% |
| Participation rate | 94.9% | 73.3%+21.6pp | 75.6%+19.3pp | 69.5%+25.4pp |
| Annual return | 15.12% | 20.99%-5.9pp | 4.60%+10.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $1,693 | $1,807-6.3% | $2,456-31.0% | $2,042-17.1% |
| Participant deferral / active EE | $3,264 | $2,943+10.9% | $3,547-8.0% | $3,169+3.0% |
| Admin fee / account holder | $19 | $468-95.8% | $5,417-99.6% | $479-95.9% |