Filed September 16, 1994 (most recent of 2 filings on file)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,928 | $66,310+35.6% | $93,606-3.9% | $65,185+38.0% |
| Participation rate | 94.7% | 74.0%+20.7pp | 75.8%+18.9pp | 70.2%+24.5pp |
| Annual return | 26.34% | 42.58%-16.2pp | 32.76%-6.4pp | 29.38%-3.0pp |
| Employer contribution / active EE | $1,745 | $2,012-13.3% | $2,718-35.8% | $2,177-19.8% |
| Participant deferral / active EE | $3,459 | $3,342+3.5% | $4,069-15.0% | $3,514-1.6% |
| Admin fee / account holder | $21 | $6,897-99.7% | $7,888-99.7% | $847-97.5% |