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 | $85,869 | $91,407-6.1% | $135,903-36.8% | $71,457+20.2% |
| Participation rate | 93.6% | 75.7%+18.0pp | 81.9%+11.7pp | 67.9%+25.7pp |
| Annual return | -7.39% | 29.90%-37.3pp | 68.23%-75.6pp | 28.85%-36.2pp |
| Employer contribution / active EE | $2,727 | $3,703-26.4% | $4,856-43.8% | $2,588+5.4% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $2 | $1,266-99.8% | $10,762-100.0% | $1,587-99.9% |