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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,719 | $38,833+128.5% | $78,778+12.6% | $77,958+13.8% |
| Participation rate | 87.4% | 60.9%+26.5pp | 69.2%+18.2pp | 71.6%+15.8pp |
| Annual return | -2.52% | 20.31%-22.8pp | 35.62%-38.1pp | 20.87%-23.4pp |
| Employer contribution / active EE | $935 | $840+11.3% | $1,986-52.9% | $2,310-59.5% |
| Participant deferral / active EE | $0 | $1,776-100.0% | $2,958-100.0% | $3,537-100.0% |
| Admin fee / account holder | $52 | $89-42.1% | $5,134-99.0% | $97-47.1% |