Filed May 20, 2002
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 | $27,352 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $429,308 | $331,159+29.6% | $112,887+280.3% | $74,419+476.9% |
| Participation rate | 98.4% | 81.4%+17.0pp | 80.5%+17.9pp | 70.7%+27.7pp |
| Annual return | 31.90% | 21.62%+10.3pp | 34.10%-2.2pp | 34.38%-2.5pp |
| Employer contribution / active EE | $4,453 | $5,469-18.6% | $4,563-2.4% | $2,637+68.8% |
| Participant deferral / active EE | $14,866 | $8,097+83.6% | $6,513+128.2% | $4,528+228.3% |
| Admin fee / account holder | $21 | $281-92.5% | $7,047-99.7% | $348-93.9% |