Filed December 29, 1993 (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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 14 reportable transactions. $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 | $121,538 | $329,111-63.1% | $108,745+11.8% | $329,111-63.1% |
| Participation rate | 88.6% | 67.9%+20.8pp | 77.7%+11.0pp | 67.9%+20.8pp |
| Annual return | 6.97% | 16.35%-9.4pp | 46.22%-39.3pp | 16.35%-9.4pp |
| Employer contribution / active EE | $4,299 | $2,303+86.6% | $3,323+29.4% | $2,303+86.6% |
| Participant deferral / active EE | $5,555 | $3,682+50.9% | $5,121+8.5% | $3,682+50.9% |
| Admin fee / account holder | $0 | $754-100.0% | $6,144-100.0% | $754-100.0% |