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 | $146,492 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $258,653 | $130,084+98.8% | $138,135+87.2% | $90,288+186.5% |
| Participation rate | 92.5% | 86.0%+6.5pp | 78.7%+13.8pp | 73.4%+19.2pp |
| Annual return | 16.71% | 14.63%+2.1pp | 20.51%-3.8pp | 53.97%-37.3pp |
| Employer contribution / active EE | $7,195 | $5,865+22.7% | $5,587+28.8% | $2,524+185.0% |
| Participant deferral / active EE | $11,328 | $7,099+59.6% | $6,431+76.1% | $4,232+167.7% |
| Admin fee / account holder | $52 | $187-72.2% | $11,856-99.6% | $114-54.6% |