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 | $41,110 |
DWC - THE 401(K) EXPERTS4 years Filed as: DWC, INC Service code 16 · EIN 26-2091417 | Consulting | $5,481 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,362 | $100,227+132.8% | $169,993+37.3% | $74,419+213.6% |
| Participation rate | 96.4% | 87.3%+9.1pp | 87.0%+9.4pp | 70.7%+25.7pp |
| Annual return | 16.81% | 66.08%-49.3pp | 53.37%-36.6pp | 34.38%-17.6pp |
| Employer contribution / active EE | $4,619 | $4,263+8.4% | $6,785-31.9% | $2,637+75.1% |
| Participant deferral / active EE | $13,965 | $7,143+95.5% | $10,408+34.2% | $4,528+208.4% |
| Admin fee / account holder | $121 | $234-48.6% | $12,815-99.1% | $348-65.3% |