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 | $60,177 |
Form 5500 reported that benefits due were not provided when due.
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 | $78,566 | $100,589-21.9% | $136,294-42.4% | $177,276-55.7% |
| Participation rate | 93.9% | 77.4%+16.5pp | 81.9%+12.0pp | 74.8%+19.1pp |
| Annual return | 21.03% | 39.18%-18.1pp | 5155.94%-5134.9pp | 21.25%-0.2pp |
| Employer contribution / active EE | $6,977 | $3,259+114.0% | $4,695+48.6% | $2,479+181.4% |
| Participant deferral / active EE | $3,164 | $5,830-45.7% | $6,247-49.4% | $3,881-18.5% |
| Admin fee / account holder | $5 | $55-91.5% | $9,243-99.9% | $154-97.0% |