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 | $58,276 | $95,388-38.9% | $125,339-53.5% | $77,904-25.2% |
| Participation rate | 88.4% | 78.6%+9.8pp | 82.4%+6.0pp | 73.7%+14.7pp |
| Annual return | 10.18% | 116.19%-106.0pp | 572.05%-561.9pp | 12.21%-2.0pp |
| Employer contribution / active EE | $4,169 | $3,666+13.7% | $4,814-13.4% | $2,848+46.4% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $119-99.8% | $10,010-100.0% | $133-99.8% |