Filed January 23, 2002
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 | $32,988 | $48,230-31.6% | $67,502-51.1% | $80,856-59.2% |
| Participation rate | 72.7% | 66.4%+6.4pp | 72.9%-0.1pp | 67.6%+5.1pp |
| Annual return | 13.35% | 18.28%-4.9pp | 3512.12%-3498.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,748 | $2,020-13.5% | $2,731-36.0% | $2,755-36.6% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $234 | $3,681-93.6% | $3,998-94.2% | $6,918-96.6% |