Filed April 28, 1998
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $277,905 | $169,122+64.3% | $77,999+256.3% | $329,111-15.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 75.5%+24.5pp | 67.9%+32.1pp |
| Annual return | 6.24% | 11.00%-4.8pp | 425.96%-419.7pp | 16.35%-10.1pp |
| Employer contribution / active EE | $15,690 | $5,827+169.3% | $2,470+535.2% | $2,303+581.2% |
| Participant deferral / active EE | $17,336 | $8,046+115.5% | $3,497+395.8% | $3,682+370.8% |
| Admin fee / account holder | $0 | $83-100.0% | $5,480-100.0% | $754-100.0% |