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 | $56,094 | $120,450-53.4% | $159,436-64.8% | $93,030-39.7% |
| Participation rate | 85.7% | 78.0%+7.8pp | 82.8%+2.9pp | 73.9%+11.8pp |
| Annual return | 16.38% | 27.11%-10.7pp | 263.57%-247.2pp | 158.70%-142.3pp |
| Employer contribution / active EE | $3,944 | $3,526+11.9% | $4,829-18.3% | $2,706+45.8% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,352-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $137-99.8% | $10,799-100.0% | $152-99.8% |