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 | $165,159 | $104,281+58.4% | $140,016+18.0% | $68,904+139.7% |
| Participation rate | 91.7% | 89.1%+2.5pp | 87.5%+4.2pp | 74.1%+17.5pp |
| Annual return | -3.82% | -1.33%-2.5pp | 651.12%-654.9pp | 1.07%-4.9pp |
| Employer contribution / active EE | $4,160 | $4,070+2.2% | $5,606-25.8% | $2,540+63.8% |
| Participant deferral / active EE | $9,521 | $6,129+55.3% | $6,927+37.4% | $4,015+137.1% |
| Admin fee / account holder | $0 | $79-100.0% | $10,705-100.0% | $71-100.0% |