Filed August 19, 2002 (most recent of 3 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.
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 | $185,946 | $103,282+80.0% | $81,382+128.5% | $99,062+87.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 69.5%+30.5pp | 71.6%+28.4pp |
| Annual return | 13.28% | 15.11%-1.8pp | 24.73%-11.5pp | 17.66%-4.4pp |
| Employer contribution / active EE | $5,541 | $3,061+81.1% | $2,463+125.0% | $3,262+69.9% |
| Participant deferral / active EE | $13,099 | $4,549+187.9% | $3,883+237.3% | $5,331+145.7% |
| Admin fee / account holder | $0 | $78-100.0% | $5,768-100.0% | $109-100.0% |