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 | $65,226 | $122,186-46.6% | $146,958-55.6% | $199,593-67.3% |
| Participation rate | 91.4% | 78.3%+13.1pp | 82.2%+9.3pp | 72.0%+19.4pp |
| Annual return | 16.71% | 30.56%-13.9pp | 418.34%-401.6pp | 34.25%-17.5pp |
| Employer contribution / active EE | $5,022 | $4,093+22.7% | $4,933+1.8% | $3,034+65.5% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $179-99.9% | $12,998-100.0% | $269-99.9% |