Filed April 12, 2000
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 27 · EIN 47-1411118 | Advisory (Plan) | $39,827 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,558 | $84,784-35.7% | $98,439-44.6% | $74,419-26.7% |
| Participation rate | 58.9% | 81.5%-22.6pp | 75.2%-16.3pp | 70.7%-11.8pp |
| Annual return | 17.31% | 20.59%-3.3pp | 21.16%-3.8pp | 34.38%-17.1pp |
| Employer contribution / active EE | $763 | $3,364-77.3% | $3,048-75.0% | $2,637-71.1% |
| Participant deferral / active EE | $2,499 | $5,218-52.1% | $4,738-47.2% | $4,528-44.8% |
| Admin fee / account holder | $186 | $204-9.0% | $8,948-97.9% | $348-46.5% |