Filed November 20, 1998 (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 | $98,083 |
HEWITT ASSOCIATES LLC1+ years Service code 50 · EIN 22-2232264 | Direct Payment | $18,462 |
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 | $36,010 | $46,516-22.6% | $147,614-75.6% | $69,651-48.3% |
| Participation rate | 82.7% | 65.8%+16.9pp | 84.6%-1.9pp | 66.6%+16.2pp |
| Annual return | 28.45% | 9.48%+19.0pp | 61.98%-33.5pp | 53.77%-25.3pp |
| Employer contribution / active EE | $2,263 | $1,393+62.5% | $5,564-59.3% | $2,241+1.0% |
| Participant deferral / active EE | $3,161 | $2,719+16.2% | $4,895-35.4% | $3,635-13.1% |
| Admin fee / account holder | $5 | $45-88.5% | $11,611-100.0% | $63-91.9% |