Filed May 18, 1989
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,303 | $55,790-60.0% | $76,817-71.0% | $67,579-67.0% |
| Participation rate | 82.0% | 71.1%+10.9pp | 72.1%+9.9pp | 71.3%+10.7pp |
| Annual return | 23.24% | 64.45%-41.2pp | 1166.11%-1142.9pp | 378.56%-355.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,302-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,163 | $2,875-59.6% | $3,336-65.1% | $3,539-67.2% |
| Admin fee / account holder | $135 | $159-15.0% | $6,420-97.9% | $142-4.9% |