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 | $196,224 | $119,153+64.7% | $151,611+29.4% | $78,044+151.4% |
| Participation rate | 97.3% | 92.5%+4.8pp | 87.5%+9.8pp | 74.4%+22.8pp |
| Annual return | -14.61% | -10.83%-3.8pp | 3.33%-17.9pp | 10.87%-25.5pp |
| Employer contribution / active EE | $4,796 | $5,298-9.5% | $6,166-22.2% | $3,125+53.5% |
| Participant deferral / active EE | $11,406 | $8,624+32.2% | $8,363+36.4% | $5,084+124.3% |
| Admin fee / account holder | $0 | $69-100.0% | $11,616-100.0% | $79-100.0% |