Filed July 1, 1994
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 | $148,681 | $88,083+68.8% | $164,813-9.8% | $74,495+99.6% |
| Participation rate | 99.6% | 73.0%+26.5pp | 78.6%+21.0pp | 67.2%+32.4pp |
| Annual return | 20.80% | 17.26%+3.5pp | 69.93%-49.1pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $9,778 | $2,593+277.1% | $4,341+125.3% | $2,623+272.8% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $13 | $2,234-99.4% | $12,690-99.9% | $1,942-99.3% |