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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,595 | $185,545+69.0% | $90,749+245.6% | $89,394+250.8% |
| Participation rate | 96.1% | 85.0%+11.0pp | 75.7%+20.4pp | 71.3%+24.8pp |
| Annual return | -15.21% | -13.56%-1.6pp | -12.16%-3.0pp | -11.89%-3.3pp |
| Employer contribution / active EE | $20,936 | $7,210+190.4% | $2,921+616.8% | $3,022+592.8% |
| Participant deferral / active EE | $19,386 | $9,550+103.0% | $4,564+324.8% | $5,123+278.4% |
| Admin fee / account holder | $0 | $100-100.0% | $8,445-100.0% | $79-100.0% |