Filed March 8, 1994
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 4-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 | $0 | $53,412-100.0% | $68,509-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 71.7%-71.7pp | 74.7%-74.7pp | 68.1%-68.1pp |
| Annual return | 0.00% | 3.42%-3.4pp | 8.27%-8.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,085 | $1,607-32.5% | $2,278-52.4% | $1,882-42.3% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $5,275-100.0% | $592-100.0% |