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 | $298,741 | $201,404+48.3% | $93,606+219.1% | $89,569+233.5% |
| Participation rate | 99.1% | 87.5%+11.6pp | 75.8%+23.2pp | 69.6%+29.5pp |
| Annual return | -6.14% | 23.05%-29.2pp | 32.76%-38.9pp | 34.56%-40.7pp |
| Employer contribution / active EE | $22,598 | $6,528+246.2% | $2,718+731.4% | $2,584+774.4% |
| Participant deferral / active EE | $22,591 | $9,208+145.3% | $4,069+455.3% | $4,220+435.3% |
| Admin fee / account holder | $0 | $89-100.0% | $7,888-100.0% | $72-100.0% |