Filed January 10, 2000
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 | -$39,783 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $493,374 | $160,088+208.2% | $112,977+336.7% | $73,409+572.1% |
| Participation rate | 98.7% | 90.7%+8.0pp | 82.6%+16.1pp | 72.2%+26.5pp |
| Annual return | 19.38% | 17.93%+1.5pp | 24.24%-4.9pp | 59.29%-39.9pp |
| Employer contribution / active EE | $20,083 | $5,200+286.2% | $4,255+372.0% | $2,234+799.1% |
| Participant deferral / active EE | $13,381 | $8,024+66.8% | $5,836+129.3% | $3,805+251.6% |
| Admin fee / account holder | $104 | $133-21.7% | $6,294-98.3% | $158-34.1% |