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 | $21,605 |
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 | $166,096 | $89,274+86.1% | $149,718+10.9% | $77,958+113.1% |
| Participation rate | 99.9% | 87.6%+12.2pp | 87.1%+12.8pp | 71.6%+28.2pp |
| Annual return | 28.14% | 20.36%+7.8pp | 1501.63%-1473.5pp | 20.87%+7.3pp |
| Employer contribution / active EE | $14,417 | $3,727+286.9% | $5,445+164.8% | $2,310+524.0% |
| Participant deferral / active EE | $10,796 | $5,382+100.6% | $6,569+64.4% | $3,537+205.3% |
| Admin fee / account holder | $6 | $240-97.4% | $11,283-99.9% | $97-93.6% |