Filed August 9, 1994
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,223 | $86,286+1.1% | $111,297-21.6% | $85,850+1.6% |
| Participation rate | 88.4% | 73.3%+15.1pp | 77.3%+11.1pp | 69.3%+19.1pp |
| Annual return | 13.03% | 19.99%-7.0pp | 54.65%-41.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $732 | $2,043-64.2% | $2,731-73.2% | $2,565-71.5% |
| Participant deferral / active EE | $3,127 | $3,641-14.1% | $4,487-30.3% | $3,952-20.9% |
| Admin fee / account holder | $45 | $8,188-99.5% | $7,964-99.4% | $6,260-99.3% |