Filed June 28, 2002 (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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,137 | $122,693+109.6% | $184,203+39.6% | $199,593+28.8% |
| Participation rate | 98.7% | 86.8%+11.9pp | 86.8%+11.9pp | 72.0%+26.7pp |
| Annual return | 15.25% | 143.91%-128.7pp | 28.81%-13.6pp | 34.25%-19.0pp |
| Employer contribution / active EE | $5,369 | $4,584+17.1% | $6,427-16.5% | $3,034+76.9% |
| Participant deferral / active EE | $12,991 | $7,990+62.6% | $9,131+42.3% | $5,087+155.4% |
| Admin fee / account holder | $0 | $121-100.0% | $13,901-100.0% | $269-100.0% |