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 | -$4,706 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,557 | $58,264+21.1% | $86,612-18.5% | $71,457-1.3% |
| Participation rate | 96.5% | 65.0%+31.5pp | 71.7%+24.8pp | 67.9%+28.6pp |
| Annual return | 37.13% | 21.63%+15.5pp | 591.07%-553.9pp | 28.85%+8.3pp |
| Employer contribution / active EE | $3,077 | $2,574+19.5% | $3,022+1.8% | $2,588+18.9% |
| Participant deferral / active EE | $5,963 | $3,436+73.5% | $4,438+34.4% | $4,289+39.0% |
| Admin fee / account holder | -$15 | $1,057-101.4% | $5,614-100.3% | $1,587-101.0% |