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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,329 | $96,458-59.2% | $136,294-71.1% | $77,958-49.6% |
| Participation rate | 90.3% | 75.4%+14.9pp | 81.9%+8.4pp | 71.6%+18.7pp |
| Annual return | 17.65% | 23.78%-6.1pp | 5155.94%-5138.3pp | 20.87%-3.2pp |
| Employer contribution / active EE | $2,870 | $3,144-8.7% | $4,695-38.9% | $2,310+24.2% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $80-99.5% | $9,243-100.0% | $97-99.6% |