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 | $34,123 |
DWC - THE 401(K) EXPERTS5 years Filed as: DWC, INC Service code 16 · EIN 26-2091417 | Consulting | $6,070 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,627 | $129,021+95.8% | $184,203+37.1% | $77,643+225.4% |
| Participation rate | 97.4% | 87.3%+10.1pp | 86.8%+10.6pp | 70.6%+26.8pp |
| Annual return | 14.36% | 33.27%-18.9pp | 28.81%-14.5pp | 31.24%-16.9pp |
| Employer contribution / active EE | $4,846 | $4,413+9.8% | $6,427-24.6% | $2,726+77.8% |
| Participant deferral / active EE | $14,216 | $7,297+94.8% | $9,131+55.7% | $4,647+205.9% |
| Admin fee / account holder | $126 | $254-50.2% | $13,901-99.1% | $430-70.6% |