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 | $120,943 | $89,569+35.0% | $76,817+57.4% | $89,569+35.0% |
| Participation rate | 100.0% | 69.6%+30.4pp | 72.1%+27.9pp | 69.6%+30.4pp |
| Annual return | 20.14% | 34.56%-14.4pp | 1166.11%-1146.0pp | 34.56%-14.4pp |
| Employer contribution / active EE | $3,658 | $2,584+41.6% | $2,302+58.9% | $2,584+41.6% |
| Participant deferral / active EE | $8,908 | $4,220+111.1% | $3,336+167.0% | $4,220+111.1% |
| Admin fee / account holder | $0 | $72-100.0% | $6,420-100.0% | $72-100.0% |