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 | $43,878 | $88,874-50.6% | $123,544-64.5% | $75,289-41.7% |
| Participation rate | 84.9% | 75.9%+9.0pp | 82.3%+2.6pp | 72.4%+12.5pp |
| Annual return | 18.52% | 4.22%+14.3pp | 119.20%-100.7pp | -0.04%+18.6pp |
| Employer contribution / active EE | $3,619 | $3,256+11.2% | $4,628-21.8% | $2,405+50.5% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $95-99.5% | $9,284-100.0% | $102-99.6% |