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 | $52,628 |
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 | $72,540 | $86,372-16.0% | $123,892-41.4% | $65,292+11.1% |
| Participation rate | 87.4% | 76.9%+10.4pp | 81.4%+6.0pp | 72.4%+15.0pp |
| Annual return | 7.72% | 11.27%-3.6pp | 47.52%-39.8pp | 11.84%-4.1pp |
| Employer contribution / active EE | $3,068 | $2,838+8.1% | $4,617-33.6% | $2,302+33.3% |
| Participant deferral / active EE | $7,047 | $5,625+25.3% | $5,984+17.8% | $3,579+96.9% |
| Admin fee / account holder | $4 | $53-92.7% | $8,357-100.0% | $57-93.3% |