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 | $113,790 | $79,428+43.3% | $106,548+6.8% | $79,386+43.3% |
| Participation rate | 93.8% | 74.1%+19.6pp | 76.1%+17.6pp | 70.7%+23.0pp |
| Annual return | 14.59% | 18.27%-3.7pp | 26.80%-12.2pp | 116.85%-102.3pp |
| Employer contribution / active EE | $2,706 | $2,234+21.1% | $2,819-4.0% | $2,427+11.5% |
| Participant deferral / active EE | $4,259 | $3,823+11.4% | $4,398-3.2% | $4,046+5.3% |
| Admin fee / account holder | $19 | $523-96.4% | $7,407-99.7% | $626-97.0% |