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 | $238,024 | $932,052-74.5% | $189,513+25.6% | - |
| Participation rate | 97.7% | 77.2%+20.5pp | 87.8%+9.9pp | - |
| Annual return | 14.96% | 10.81%+4.2pp | 555.15%-540.2pp | - |
| Employer contribution / active EE | $4,876 | $3,785+28.8% | $6,162-20.9% | - |
| Participant deferral / active EE | $11,612 | $5,497+111.3% | $8,221+41.2% | - |
| Admin fee / account holder | $0 | $117,148-100.0% | $12,045-100.0% | - |