Filed July 7, 2003 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,048 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,670 | $75,760+114.7% | $123,104+32.1% | $59,188+174.8% |
| Participation rate | 99.9% | 86.0%+13.9pp | 86.8%+13.2pp | 69.4%+30.5pp |
| Annual return | 0.30% | 2.93%-2.6pp | 13.22%-12.9pp | 5.51%-5.2pp |
| Employer contribution / active EE | $14,493 | $3,415+324.3% | $5,151+181.3% | $2,098+590.8% |
| Participant deferral / active EE | $10,686 | $5,000+113.7% | $6,230+71.5% | $3,265+227.3% |
| Admin fee / account holder | $8 | $61-86.5% | $9,015-99.9% | $92-91.1% |