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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,956 | $107,459-44.2% | $135,903-55.9% | $80,160-25.2% |
| Participation rate | 86.4% | 78.0%+8.4pp | 81.9%+4.5pp | 72.9%+13.5pp |
| Annual return | 9.77% | 91.91%-82.1pp | 68.23%-58.5pp | 40.38%-30.6pp |
| Employer contribution / active EE | $4,439 | $3,877+14.5% | $4,856-8.6% | $2,978+49.1% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $127-99.8% | $10,762-100.0% | $145-99.9% |