Filed March 5, 2003 (most recent of 2 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 | $6,053 |
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 | $61,544 | $65,118-5.5% | $76,768-19.8% | $55,725+10.4% |
| Participation rate | 96.6% | 79.6%+17.0pp | 77.0%+19.6pp | 70.9%+25.7pp |
| Annual return | -3.41% | -1.27%-2.1pp | 2.43%-5.8pp | 244.93%-248.3pp |
| Employer contribution / active EE | $1,730 | $1,941-10.9% | $2,485-30.4% | $2,078-16.7% |
| Participant deferral / active EE | $5,225 | $3,688+41.7% | $3,852+35.7% | $3,356+55.7% |
| Admin fee / account holder | $18 | $116-84.4% | $6,675-99.7% | $115-84.4% |