Filed November 22, 1994 (most recent of 2 filings on file)
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,374 | $74,089-22.6% | $133,980-57.2% | $55,167+4.0% |
| Participation rate | 85.4% | 84.3%+1.2pp | 87.1%-1.6pp | 69.0%+16.4pp |
| Annual return | 10.48% | 12.11%-1.6pp | 29.30%-18.8pp | 169.23%-158.7pp |
| Employer contribution / active EE | $2,377 | $3,064-22.4% | $5,211-54.4% | $1,963+21.1% |
| Participant deferral / active EE | $3,845 | $4,678-17.8% | $6,282-38.8% | $3,054+25.9% |
| Admin fee / account holder | $3 | $458-99.3% | $9,324-100.0% | $504-99.3% |