Filed February 14, 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.
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 | $62,137 | $145,877-57.4% | $150,045-58.6% | $102,872-39.6% |
| Participation rate | 92.2% | 79.8%+12.3pp | 82.3%+9.8pp | 73.0%+19.1pp |
| Annual return | -3.29% | 21.37%-24.7pp | 62.55%-65.8pp | 19.06%-22.4pp |
| Employer contribution / active EE | $7,103 | $4,710+50.8% | $4,693+51.3% | $3,526+101.4% |
| Participant deferral / active EE | $0 | $9,491-100.0% | $7,997-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $176-99.9% | $13,435-100.0% | $292-99.9% |