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 | $15,322 |
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 | $176,537 | $80,354+119.7% | $133,980+31.8% | $63,975+175.9% |
| Participation rate | 99.9% | 87.5%+12.4pp | 87.1%+12.9pp | 71.1%+28.8pp |
| Annual return | 9.37% | 13.11%-3.7pp | 29.30%-19.9pp | 48.65%-39.3pp |
| Employer contribution / active EE | $14,286 | $3,503+307.8% | $5,211+174.1% | $2,182+554.8% |
| Participant deferral / active EE | $10,742 | $5,239+105.1% | $6,282+71.0% | $3,356+220.0% |
| Admin fee / account holder | $5 | $69-92.9% | $9,324-99.9% | $70-93.0% |