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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $651,373 | $430,560+51.3% | $98,907+558.6% | $106,222+513.2% |
| Participation rate | 17.2% | 86.2%-69.0pp | 76.0%-58.8pp | 70.8%-53.6pp |
| Annual return | 15.02% | 17.89%-2.9pp | 196.43%-181.4pp | 21.69%-6.7pp |
| Employer contribution / active EE | $19,127 | $6,804+181.1% | $2,689+611.3% | $2,723+602.3% |
| Participant deferral / active EE | $16,973 | $9,623+76.4% | $4,244+299.9% | $4,600+269.0% |
| Admin fee / account holder | $0 | $220-100.0% | $6,642-100.0% | $78-100.0% |