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 | $212,906 | $122,602+73.7% | $177,821+19.7% | $93,223+128.4% |
| Participation rate | 98.4% | 91.3%+7.1pp | 87.7%+10.7pp | 74.9%+23.5pp |
| Annual return | 13.76% | 22.53%-8.8pp | 48.32%-34.6pp | 19.29%-5.5pp |
| Employer contribution / active EE | $4,471 | $4,338+3.1% | $5,918-24.5% | $2,680+66.8% |
| Participant deferral / active EE | $10,516 | $7,134+47.4% | $7,714+36.3% | $4,563+130.5% |
| Admin fee / account holder | $0 | $62-100.0% | $12,427-100.0% | $79-100.0% |