Filed July 19, 1995
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,931 | $111,608+52.3% | $177,821-4.4% | $73,409+131.5% |
| Participation rate | 88.0% | 87.9%+0.2pp | 87.7%+0.3pp | 72.2%+15.9pp |
| Annual return | 12.95% | 18.23%-5.3pp | 48.32%-35.4pp | 59.29%-46.3pp |
| Employer contribution / active EE | $5,366 | $3,796+41.4% | $5,918-9.3% | $2,234+140.3% |
| Participant deferral / active EE | $5,202 | $6,199-16.1% | $7,714-32.6% | $3,805+36.7% |
| Admin fee / account holder | $8 | $166-95.4% | $12,427-99.9% | $158-95.2% |