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 | $176,988 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $285,791 | $142,386+100.7% | $152,466+87.4% | $93,030+207.2% |
| Participation rate | 90.2% | 85.6%+4.6pp | 78.2%+12.0pp | 73.9%+16.3pp |
| Annual return | 14.05% | 18.07%-4.0pp | 757.33%-743.3pp | 158.70%-144.6pp |
| Employer contribution / active EE | $6,829 | $5,485+24.5% | $4,327+57.8% | $2,706+152.4% |
| Participant deferral / active EE | $11,069 | $6,872+61.1% | $5,820+90.2% | $4,562+142.6% |
| Admin fee / account holder | $64 | $108-40.7% | $15,805-99.6% | $152-57.8% |