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 | $1,725 |
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 | $199,182 | $81,208+145.3% | $98,907+101.4% | $79,858+149.4% |
| Participation rate | 96.6% | 72.5%+24.1pp | 76.0%+20.6pp | 69.6%+27.0pp |
| Annual return | 16.41% | 60.99%-44.6pp | 196.43%-180.0pp | 31.71%-15.3pp |
| Employer contribution / active EE | $4,696 | $1,960+139.6% | $2,689+74.7% | $2,471+90.1% |
| Participant deferral / active EE | $10,376 | $3,265+217.8% | $4,244+144.5% | $3,740+177.4% |
| Admin fee / account holder | $34 | $6,013-99.4% | $6,642-99.5% | $5,306-99.4% |