Filed July 20, 2001 (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 | $74,181 |
MERCER3 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $72,322 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $25,000 |
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 | $160,073 | $76,774+108.5% | $112,228+42.6% | $77,904+105.5% |
| Participation rate | 96.4% | 80.2%+16.3pp | 75.1%+21.4pp | 73.7%+22.8pp |
| Annual return | -15.94% | -10.25%-5.7pp | 27.45%-43.4pp | 12.21%-28.1pp |
| Employer contribution / active EE | $10,531 | $3,977+164.8% | $3,635+189.7% | $2,848+269.8% |
| Participant deferral / active EE | $11,469 | $3,778+203.5% | $4,728+142.6% | $4,806+138.6% |
| Admin fee / account holder | $94 | $239-60.8% | $6,410-98.5% | $133-29.4% |