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 | $85,154 | $99,957-14.8% | $149,696-43.1% | $73,488+15.9% |
| Participation rate | 95.8% | 75.7%+20.1pp | 82.5%+13.4pp | 70.7%+25.2pp |
| Annual return | -2.90% | 53.87%-56.8pp | 276.60%-279.5pp | 28.51%-31.4pp |
| Employer contribution / active EE | $11,667 | $3,191+265.6% | $4,644+151.2% | $2,270+413.9% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $551-99.8% | $9,309-100.0% | $513-99.8% |