Filed March 3, 1995
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,326 | $73,102+29.0% | $123,544-23.7% | $56,287+67.6% |
| Participation rate | 97.5% | 74.3%+23.2pp | 82.3%+15.2pp | 69.9%+27.6pp |
| Annual return | 12.39% | 3.01%+9.4pp | 119.20%-106.8pp | -9.96%+22.3pp |
| Employer contribution / active EE | $4,167 | $2,977+40.0% | $4,628-10.0% | $2,111+97.4% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $554-99.9% | $9,284-100.0% | $521-99.9% |