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.
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 | $319,481 | $187,373+70.5% | $91,001+251.1% | $80,976+294.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 75.6%+24.4pp | 68.3%+31.7pp |
| Annual return | 15.73% | 16.95%-1.2pp | 4.60%+11.1pp | 22.91%-7.2pp |
| Employer contribution / active EE | $17,827 | $5,838+205.3% | $2,456+626.0% | $2,402+642.1% |
| Participant deferral / active EE | $17,646 | $8,375+110.7% | $3,547+397.4% | $3,848+358.5% |
| Admin fee / account holder | $0 | $91-100.0% | $5,417-100.0% | $67-100.0% |