Filed August 5, 2003 (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 9-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 | $24,580 |
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 | $48,571 | $79,523-38.9% | $140,016-65.3% | $56,287-13.7% |
| Participation rate | 98.8% | 85.7%+13.1pp | 87.5%+11.3pp | 69.9%+28.9pp |
| Annual return | -5.01% | 2.39%-7.4pp | 651.12%-656.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $4,205 | $3,350+25.5% | $5,606-25.0% | $2,111+99.2% |
| Participant deferral / active EE | $3,468 | $5,129-32.4% | $6,927-49.9% | $3,350+3.5% |
| Admin fee / account holder | $114 | $614-81.4% | $10,705-98.9% | $521-78.1% |