Filed March 6, 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 5-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 | $26,686 |
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 | $111,980 | $99,078+13.0% | $96,544+16.0% | $74,419+50.5% |
| Participation rate | 95.0% | 80.7%+14.3pp | 76.0%+19.0pp | 70.7%+24.2pp |
| Annual return | 16.29% | 22.48%-6.2pp | 25.84%-9.6pp | 34.38%-18.1pp |
| Employer contribution / active EE | $5,647 | $2,570+119.7% | $2,965+90.4% | $2,637+114.1% |
| Participant deferral / active EE | $6,399 | $4,933+29.7% | $4,851+31.9% | $4,528+41.3% |
| Admin fee / account holder | $29 | $225-87.0% | $8,252-99.6% | $348-91.6% |