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 | $100,131 | $70,908+41.2% | $98,907+1.2% | $73,488+36.3% |
| Participation rate | 93.4% | 73.8%+19.6pp | 76.0%+17.4pp | 70.7%+22.7pp |
| Annual return | 16.16% | 34.17%-18.0pp | 196.43%-180.3pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,752 | $2,036-13.9% | $2,689-34.8% | $2,270-22.8% |
| Participant deferral / active EE | $3,497 | $3,500-0.1% | $4,244-17.6% | $3,740-6.5% |
| Admin fee / account holder | $12 | $535-97.8% | $6,642-99.8% | $513-97.7% |