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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,409 | $73,367+72.3% | $106,387+18.8% | $73,367+72.3% |
| Participation rate | 92.0% | 69.5%+22.5pp | 77.5%+14.5pp | 69.5%+22.5pp |
| Annual return | -8.59% | 173.45%-182.0pp | 0.25%-8.8pp | 173.45%-182.0pp |
| Employer contribution / active EE | $3,874 | $2,499+55.0% | $3,520+10.1% | $2,499+55.0% |
| Participant deferral / active EE | $6,430 | $4,033+59.5% | $5,421+18.6% | $4,033+59.5% |
| Admin fee / account holder | $0 | $68-100.0% | $7,510-100.0% | $68-100.0% |