Filed October 24, 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 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,848 | $44,425-84.6% | $67,834-89.9% | $55,167-87.6% |
| Participation rate | 98.6% | 59.7%+38.9pp | 68.8%+29.8pp | 69.0%+29.6pp |
| Annual return | 6.57% | 17.80%-11.2pp | 138.47%-131.9pp | 169.23%-162.7pp |
| Employer contribution / active EE | $2,743 | $1,351+103.0% | $2,403+14.2% | $1,963+39.8% |
| Participant deferral / active EE | $2,937 | $2,166+35.6% | $3,160-7.1% | $3,054-3.8% |
| Admin fee / account holder | $244 | $530-54.0% | $4,622-94.7% | $504-51.6% |