Filed October 22, 2002 (most recent of 3 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 | $76,705 |
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 | $69,245 | $79,558-13.0% | $115,037-39.8% | $67,505+2.6% |
| Participation rate | 88.4% | 74.3%+14.1pp | 81.4%+7.0pp | 71.2%+17.2pp |
| Annual return | 2.64% | 4.65%-2.0pp | 26.14%-23.5pp | 6.52%-3.9pp |
| Employer contribution / active EE | $3,130 | $2,529+23.7% | $4,608-32.1% | $2,173+44.1% |
| Participant deferral / active EE | $7,231 | $5,510+31.2% | $6,026+20.0% | $3,597+101.1% |
| Admin fee / account holder | $6 | $60-90.1% | $8,175-99.9% | $56-89.4% |