Filed April 19, 1995
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.
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $226,918-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.4%-19.4pp | 0.0%0pp |
| Annual return | 10.58% | 10.77%-0.2pp | 8.54%+2.0pp | 10.77%-0.2pp |
| Employer contribution / active EE | $12,375 | $15,292-19.1% | $26,203-52.8% | $15,292-19.1% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $449-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $16,566-100.0% | - |