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 | $226,885 | $129,756+74.9% | $169,993+33.5% | $103,482+119.3% |
| Participation rate | 98.7% | 91.3%+7.5pp | 87.0%+11.7pp | 73.3%+25.5pp |
| Annual return | 17.38% | 20.17%-2.8pp | 53.37%-36.0pp | 33.11%-15.7pp |
| Employer contribution / active EE | $5,149 | $5,236-1.7% | $6,785-24.1% | $3,208+60.5% |
| Participant deferral / active EE | $12,327 | $8,283+48.8% | $10,408+18.4% | $5,207+136.7% |
| Admin fee / account holder | $0 | $73-100.0% | $12,815-100.0% | $114-100.0% |