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 | $101,529 | $89,739+13.1% | $149,718-32.2% | $62,292+63.0% |
| Participation rate | 91.8% | 85.1%+6.7pp | 87.1%+4.7pp | 69.5%+22.3pp |
| Annual return | 18.78% | 21.01%-2.2pp | 1501.63%-1482.8pp | 28.90%-10.1pp |
| Employer contribution / active EE | $2,774 | $3,233-14.2% | $5,445-49.1% | $2,042+35.8% |
| Participant deferral / active EE | $3,210 | $4,797-33.1% | $6,569-51.1% | $3,169+1.3% |
| Admin fee / account holder | $26 | $551-95.3% | $11,283-99.8% | $479-94.6% |