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 | -$477,793 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $201,046 | $96,900+107.5% | $111,392+80.5% | $75,289+167.0% |
| Participation rate | 89.2% | 85.9%+3.2pp | 78.9%+10.3pp | 72.4%+16.7pp |
| Annual return | -8.02% | 1.66%-9.7pp | -2.06%-6.0pp | -0.04%-8.0pp |
| Employer contribution / active EE | $6,039 | $5,520+9.4% | $4,328+39.5% | $2,405+151.1% |
| Participant deferral / active EE | $9,858 | $6,494+51.8% | $5,567+77.1% | $3,739+163.7% |
| Admin fee / account holder | $10 | $105-90.5% | $12,266-99.9% | $102-90.2% |