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 | $11,248 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,718 | $80,753-73.1% | $136,294-84.1% | $62,292-65.1% |
| Participation rate | 72.5% | 73.5%-1.0pp | 81.9%-9.4pp | 69.5%+3.0pp |
| Annual return | 21.30% | 35.83%-14.5pp | 5155.94%-5134.6pp | 28.90%-7.6pp |
| Employer contribution / active EE | $498 | $2,884-82.7% | $4,695-89.4% | $2,042-75.6% |
| Participant deferral / active EE | $2,589 | $5,164-49.9% | $6,247-58.6% | $3,169-18.3% |
| Admin fee / account holder | $40 | $525-92.4% | $9,243-99.6% | $479-91.7% |