Filed May 17, 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 | $5,638 |
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 | $63,934 | $72,254-11.5% | $86,677-26.2% | $64,808-1.3% |
| Participation rate | 97.0% | 80.4%+16.6pp | 76.6%+20.4pp | 71.5%+25.5pp |
| Annual return | -15.68% | 392.42%-408.1pp | 35.91%-51.6pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,970 | $2,393-17.7% | $2,836-30.6% | $2,506-21.4% |
| Participant deferral / active EE | $4,297 | $4,658-7.8% | $4,656-7.7% | $4,310-0.3% |
| Admin fee / account holder | $17 | $174-90.4% | $7,493-99.8% | $188-91.1% |