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 | $157,881 | $89,497+76.4% | $70,092+125.2% | $78,044+102.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 70.5%+29.5pp | 74.4%+25.6pp |
| Annual return | -6.64% | -12.39%+5.7pp | 190.73%-197.4pp | 10.87%-17.5pp |
| Employer contribution / active EE | $4,944 | $3,152+56.8% | $2,559+93.2% | $3,125+58.2% |
| Participant deferral / active EE | $11,507 | $4,564+152.2% | $3,849+199.0% | $5,084+126.3% |
| Admin fee / account holder | $89 | $78+14.7% | $6,267-98.6% | $79+12.9% |