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 | $196,088 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,282 | $108,592+95.5% | $129,110+64.4% | $77,904+172.5% |
| Participation rate | 96.3% | 84.8%+11.6pp | 77.3%+19.1pp | 73.7%+22.7pp |
| Annual return | -16.03% | -13.72%-2.3pp | -10.94%-5.1pp | 12.21%-28.2pp |
| Employer contribution / active EE | $7,654 | $5,713+34.0% | $5,052+51.5% | $2,848+168.8% |
| Participant deferral / active EE | $11,974 | $7,051+69.8% | $6,542+83.0% | $4,806+149.2% |
| Admin fee / account holder | $66 | $91-27.4% | $14,302-99.5% | $133-50.0% |