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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,707 | $89,652+0.1% | $141,162-36.5% | $65,185+37.6% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.5%+14.3pp | 70.2%+26.5pp |
| Annual return | -1.43% | 32.79%-34.2pp | 71.39%-72.8pp | 29.38%-30.8pp |
| Employer contribution / active EE | $6,557 | $3,065+114.0% | $4,735+38.5% | $2,177+201.3% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $569-99.9% | $10,261-100.0% | $847-99.9% |