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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,529 | $96,400+82.1% | $149,718+17.2% | $177,276-1.0% |
| Participation rate | 91.3% | 88.9%+2.3pp | 87.1%+4.2pp | 74.8%+16.4pp |
| Annual return | 14.80% | 19.02%-4.2pp | 1501.63%-1486.8pp | 21.25%-6.5pp |
| Employer contribution / active EE | $3,744 | $3,680+1.8% | $5,445-31.2% | $2,479+51.0% |
| Participant deferral / active EE | $8,601 | $5,510+56.1% | $6,569+30.9% | $3,881+121.7% |
| Admin fee / account holder | $0 | $69-100.0% | $11,283-100.0% | $154-100.0% |