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 | $86,874 | $71,516+21.5% | $98,439-11.7% | $71,457+21.6% |
| Participation rate | 94.9% | 72.7%+22.2pp | 75.2%+19.8pp | 67.9%+27.0pp |
| Annual return | 25.85% | 32.41%-6.6pp | 21.16%+4.7pp | 28.85%-3.0pp |
| Employer contribution / active EE | $2,606 | $2,399+8.6% | $3,048-14.5% | $2,588+0.7% |
| Participant deferral / active EE | $4,216 | $4,109+2.6% | $4,738-11.0% | $4,289-1.7% |
| Admin fee / account holder | $9 | $1,675-99.5% | $8,948-99.9% | $1,587-99.4% |