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.
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 | $140,370 | $80,976+73.3% | $115,752+21.3% | $80,976+73.3% |
| Participation rate | 91.1% | 68.3%+22.8pp | 77.8%+13.3pp | 68.3%+22.8pp |
| Annual return | 15.22% | 22.91%-7.7pp | 19.41%-4.2pp | 22.91%-7.7pp |
| Employer contribution / active EE | $5,122 | $2,402+113.2% | $3,492+46.7% | $2,402+113.2% |
| Participant deferral / active EE | $6,074 | $3,848+57.8% | $5,204+16.7% | $3,848+57.8% |
| Admin fee / account holder | $0 | $67-100.0% | $6,278-100.0% | $67-100.0% |