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 | $135,002 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,150 | $126,111+87.3% | $142,449+65.8% | $80,160+194.6% |
| Participation rate | 94.4% | 87.5%+6.9pp | 76.8%+17.6pp | 72.9%+21.5pp |
| Annual return | 18.05% | 23.39%-5.3pp | 19.99%-1.9pp | 40.38%-22.3pp |
| Employer contribution / active EE | $8,303 | $6,430+29.1% | $4,847+71.3% | $2,978+178.8% |
| Participant deferral / active EE | $13,016 | $7,822+66.4% | $6,283+107.1% | $5,017+159.4% |
| Admin fee / account holder | $46 | $92-50.6% | $10,011-99.5% | $145-68.6% |