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) | $351,791 |
WEST & COMPANY, LLC3 years Service code 10 · EIN 37-0980065 | Accounting | $17,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$261,867 |
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 | $80,150 | $47,456+68.9% | $172,739-53.6% | $77,787+3.0% |
| Participation rate | 87.6% | 66.3%+21.3pp | 82.6%+4.9pp | 73.2%+14.3pp |
| Annual return | 23.70% | 35.57%-11.9pp | 802.84%-779.1pp | 32.57%-8.9pp |
| Employer contribution / active EE | $1,436 | $1,574-8.8% | $5,143-72.1% | $2,504-42.7% |
| Participant deferral / active EE | $4,135 | $2,560+61.6% | $5,198-20.4% | $3,967+4.2% |
| Admin fee / account holder | $44 | $81-46.2% | $13,954-99.7% | $100-56.5% |