Filed April 27, 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,354 | $31,810+234.3% | $64,105+65.9% | $59,188+79.7% |
| Participation rate | 88.9% | 57.7%+31.2pp | 68.2%+20.8pp | 69.4%+19.5pp |
| Annual return | 11.83% | 9.41%+2.4pp | 791.24%-779.4pp | 5.51%+6.3pp |
| Employer contribution / active EE | $1,145 | $659+73.7% | $1,820-37.1% | $2,098-45.4% |
| Participant deferral / active EE | $0 | $1,582-100.0% | $2,822-100.0% | $3,265-100.0% |
| Admin fee / account holder | $52 | $57-7.8% | $4,499-98.8% | $92-43.1% |