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 | -$85,115 |
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 | $228,058 | $113,995+100.1% | $127,761+78.5% | $77,787+193.2% |
| Participation rate | 92.2% | 85.7%+6.5pp | 79.0%+13.2pp | 73.2%+19.0pp |
| Annual return | 23.08% | 26.09%-3.0pp | 26.14%-3.1pp | 32.57%-9.5pp |
| Employer contribution / active EE | $6,503 | $6,012+8.2% | $4,574+42.2% | $2,504+159.7% |
| Participant deferral / active EE | $10,398 | $7,267+43.1% | $6,021+72.7% | $3,967+162.1% |
| Admin fee / account holder | $36 | $108-66.2% | $9,395-99.6% | $100-63.6% |