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 | $168,536 | $93,283+80.7% | $77,163+118.4% | $103,482+62.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 69.6%+30.4pp | 73.3%+26.7pp |
| Annual return | 9.70% | 17.40%-7.7pp | 37.87%-28.2pp | 33.11%-23.4pp |
| Employer contribution / active EE | $5,212 | $3,170+64.5% | $2,535+105.6% | $3,208+62.5% |
| Participant deferral / active EE | $12,651 | $4,624+173.6% | $3,833+230.0% | $5,207+142.9% |
| Admin fee / account holder | $94 | $78+19.8% | $5,472-98.3% | $114-17.7% |