Filed August 1, 2002 (most recent of 2 filings on file)
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 | -$3,800 |
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 | $79,932 | $51,197+56.1% | $82,719-3.4% | $66,914+19.5% |
| Participation rate | 96.7% | 67.8%+28.9pp | 72.6%+24.2pp | 69.8%+26.9pp |
| Annual return | -16.50% | -9.64%-6.9pp | 701.18%-717.7pp | 1.58%-18.1pp |
| Employer contribution / active EE | $4,485 | $2,611+71.8% | $3,009+49.1% | $2,544+76.3% |
| Participant deferral / active EE | $9,242 | $3,458+167.3% | $4,395+110.3% | $4,237+118.1% |
| Admin fee / account holder | -$17 | $416-104.2% | $5,329-100.3% | $593-102.9% |