Filed November 9, 2001
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 9-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 | $2,075 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $157,225 | $61,660+155.0% | $80,019+96.5% | $64,186+145.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -4.43% | -0.33%-4.1pp | 11.22%-15.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $7,461 | $1,810+312.1% | $2,468+202.3% | $2,381+213.4% |
| Participant deferral / active EE | $9,813 | $2,968+230.7% | $3,686+166.2% | $3,470+182.8% |
| Admin fee / account holder | $52 | $5,417-99.0% | $6,521-99.2% | $4,888-98.9% |