Filed December 20, 2000
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 | $8,112 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,708 | $75,183-69.8% | $123,892-81.7% | $55,167-58.8% |
| Participation rate | 73.6% | 72.8%+0.8pp | 81.4%-7.8pp | 69.0%+4.6pp |
| Annual return | 9.93% | 19.01%-9.1pp | 47.52%-37.6pp | 169.23%-159.3pp |
| Employer contribution / active EE | $695 | $2,823-75.4% | $4,617-84.9% | $1,963-64.6% |
| Participant deferral / active EE | $3,203 | $5,084-37.0% | $5,984-46.5% | $3,054+4.9% |
| Admin fee / account holder | $40 | $663-94.0% | $8,357-99.5% | $504-92.1% |