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 | -$42,794 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $471,868 | $331,159+42.5% | $112,887+318.0% | $74,419+534.1% |
| Participation rate | 99.1% | 81.4%+17.7pp | 80.5%+18.6pp | 70.7%+28.4pp |
| Annual return | 20.96% | 21.62%-0.7pp | 34.10%-13.1pp | 34.38%-13.4pp |
| Employer contribution / active EE | $22,675 | $5,469+314.6% | $4,563+396.9% | $2,637+759.8% |
| Participant deferral / active EE | $15,159 | $8,097+87.2% | $6,513+132.7% | $4,528+234.8% |
| Admin fee / account holder | -$111 | $281-139.6% | $7,047-101.6% | $348-132.0% |