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 | $56,629-100.0% | $77,999-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 73.3%-73.3pp | 75.5%-75.5pp | 69.0%-69.0pp |
| Annual return | 0.00% | 2866.98%-2867.0pp | 425.96%-426.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $3,185 | $1,723+84.9% | $2,470+29.0% | $1,963+62.3% |
| Participant deferral / active EE | $0 | $2,777-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,480-100.0% | $504-100.0% |