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 | $77,655 | $58,083+33.7% | $80,019-3.0% | $56,287+38.0% |
| Participation rate | 94.8% | 73.6%+21.2pp | 75.8%+19.0pp | 69.9%+25.0pp |
| Annual return | 2.99% | 34.61%-31.6pp | 11.22%-8.2pp | -9.96%+12.9pp |
| Employer contribution / active EE | $1,653 | $1,932-14.4% | $2,468-33.0% | $2,111-21.7% |
| Participant deferral / active EE | $3,129 | $3,135-0.2% | $3,686-15.1% | $3,350-6.6% |
| Admin fee / account holder | $13 | $623-97.9% | $6,521-99.8% | $521-97.4% |