Filed February 12, 2002
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 26 · EIN 37-0404035 | Advisory (Participants) | $153,388 |
Service code 37 · EIN 04-6247786 | Loan Processing | -$151,938 |
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 | $64,638 | $37,213+73.7% | $156,549-58.7% | $63,975+1.0% |
| Participation rate | 79.7% | 65.0%+14.7pp | 84.0%-4.3pp | 71.1%+8.6pp |
| Annual return | 8.91% | 47.89%-39.0pp | 32.23%-23.3pp | 48.65%-39.7pp |
| Employer contribution / active EE | $1,231 | $1,357-9.3% | $5,501-77.6% | $2,182-43.6% |
| Participant deferral / active EE | $3,259 | $2,070+57.4% | $4,871-33.1% | $3,356-2.9% |
| Admin fee / account holder | $1 | $56-98.7% | $13,027-100.0% | $70-99.0% |