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 | $54,745 | $127,481-57.1% | $149,696-63.4% | $90,288-39.4% |
| Participation rate | 85.2% | 78.2%+7.0pp | 82.5%+2.8pp | 73.4%+11.9pp |
| Annual return | 29.01% | 57.78%-28.8pp | 276.60%-247.6pp | 53.97%-25.0pp |
| Employer contribution / active EE | $4,041 | $3,448+17.2% | $4,644-13.0% | $2,524+60.1% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,842-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $152-99.8% | $9,309-100.0% | $114-99.7% |