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.
Participant contribution per participant 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 | $87,477 | $33,780+159.0% | $74,550+17.3% | $75,289+16.2% |
| Participation rate | 85.2% | 62.7%+22.5pp | 69.1%+16.1pp | 72.4%+12.8pp |
| Annual return | -0.44% | -1.24%+0.8pp | 32.53%-33.0pp | -0.04%-0.4pp |
| Employer contribution / active EE | $982 | $845+16.2% | $1,961-49.9% | $2,405-59.2% |
| Participant deferral / active EE | $0 | $1,890-100.0% | $3,108-100.0% | $3,739-100.0% |
| Admin fee / account holder | $51 | $86-41.5% | $5,060-99.0% | $102-50.6% |