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 | $1,563 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,469 | $73,004+136.2% | $90,749+90.0% | $68,494+151.8% |
| Participation rate | 90.8% | 70.8%+20.0pp | 75.7%+15.1pp | 67.9%+22.9pp |
| Annual return | -16.34% | -13.81%-2.5pp | -12.16%-4.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $4,441 | $2,193+102.5% | $2,921+52.1% | $2,596+71.1% |
| Participant deferral / active EE | $9,415 | $3,627+159.6% | $4,564+106.3% | $4,027+133.8% |
| Admin fee / account holder | $19 | $5,896-99.7% | $8,445-99.8% | $5,403-99.6% |