Filed September 30, 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.
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 | $123,559 | $74,089+66.8% | $133,980-7.8% | $55,167+124.0% |
| Participation rate | 77.5% | 84.3%-6.8pp | 87.1%-9.6pp | 69.0%+8.5pp |
| Annual return | 15.13% | 12.11%+3.0pp | 29.30%-14.2pp | 169.23%-154.1pp |
| Employer contribution / active EE | $2,219 | $3,064-27.6% | $5,211-57.4% | $1,963+13.1% |
| Participant deferral / active EE | $2,992 | $4,678-36.0% | $6,282-52.4% | $3,054-2.0% |
| Admin fee / account holder | $102 | $458-77.8% | $9,324-98.9% | $504-79.9% |