Filed April 5, 2002
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL CORP Service code 15 · EIN 27-1033755 | Recordkeeping | $40,249 |
DWC - THE 401(K) EXPERTS3 years Filed as: DWC, INC Service code 16 · EIN 26-2091417 | Consulting | $8,164 |
LT TRUST COMPANY5 years Filed as: MG TRUST COMPANY Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,625 | $102,553+100.5% | $151,611+35.6% | $66,914+207.3% |
| Participation rate | 99.1% | 85.5%+13.6pp | 87.5%+11.6pp | 69.8%+29.3pp |
| Annual return | -14.40% | -10.82%-3.6pp | 3.33%-17.7pp | 1.58%-16.0pp |
| Employer contribution / active EE | $4,531 | $4,180+8.4% | $6,166-26.5% | $2,544+78.1% |
| Participant deferral / active EE | $13,586 | $6,641+104.6% | $8,363+62.5% | $4,237+220.7% |
| Admin fee / account holder | $130 | $630-79.4% | $11,616-98.9% | $593-78.2% |