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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,542 | $84,487+7.2% | $125,339-27.8% | $66,914+35.3% |
| Participation rate | 95.5% | 76.4%+19.0pp | 82.4%+13.1pp | 69.8%+25.7pp |
| Annual return | -4.42% | -8.39%+4.0pp | 572.05%-576.5pp | 1.58%-6.0pp |
| Employer contribution / active EE | $6,818 | $3,553+91.9% | $4,814+41.6% | $2,544+168.0% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $685-99.9% | $10,010-100.0% | $593-99.9% |