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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,681 | $88,087+68.8% | $164,866-9.8% | $74,546+99.4% |
| Participation rate | 99.6% | 73.1%+26.5pp | 78.6%+20.9pp | 67.2%+32.3pp |
| Annual return | 20.80% | 17.27%+3.5pp | 69.97%-49.2pp | 1366.03%-1345.2pp |
| Employer contribution / active EE | $9,778 | $2,595+276.7% | $4,343+125.2% | $2,624+272.6% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $13 | $2,232-99.4% | $12,689-99.9% | $1,944-99.3% |