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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $161,623 | $225,489-28.3% | $81,930+97.3% | $93,223+73.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 72.0%+28.0pp | 74.9%+25.1pp |
| Annual return | 9.12% | 14.44%-5.3pp | 29.49%-20.4pp | 19.29%-10.2pp |
| Employer contribution / active EE | $4,319 | $3,151+37.1% | $4,310+0.2% | $2,680+61.2% |
| Participant deferral / active EE | $10,623 | $4,408+141.0% | $7,107+49.5% | $4,563+132.8% |
| Admin fee / account holder | $0 | $185-100.0% | $5,158-100.0% | $79-100.0% |