Filed August 20, 2002
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 13 · EIN 42-0127290 | Contract Administrator | $65,199 |
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 | $99,070 | $82,202+20.5% | $125,339-21.0% | $64,808+52.9% |
| Participation rate | 71.3% | 77.9%-6.6pp | 82.4%-11.1pp | 71.5%-0.2pp |
| Annual return | -13.50% | 3.48%-17.0pp | 572.05%-585.5pp | 32.82%-46.3pp |
| Employer contribution / active EE | $1,267 | $3,615-65.0% | $4,814-73.7% | $2,506-49.4% |
| Participant deferral / active EE | $5,072 | $7,175-29.3% | $7,446-31.9% | $4,310+17.7% |
| Admin fee / account holder | $134 | $163-18.0% | $10,010-98.7% | $188-28.7% |