Filed December 13, 2001
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 | $11,554 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $222,832 | $102,255+117.9% | $118,746+87.7% | $77,958+185.8% |
| Participation rate | 97.5% | 84.8%+12.7pp | 78.3%+19.2pp | 71.6%+25.9pp |
| Annual return | 13.23% | 65.05%-51.8pp | 24.54%-11.3pp | 20.87%-7.6pp |
| Employer contribution / active EE | $7,061 | $4,931+43.2% | $4,193+68.4% | $2,310+205.6% |
| Participant deferral / active EE | $11,132 | $5,974+86.3% | $5,332+108.8% | $3,537+214.8% |
| Admin fee / account holder | $41 | $79-47.6% | $10,720-99.6% | $97-57.5% |