Filed August 19, 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 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 26 · EIN 71-0294708 | Advisory (Participants) | $19,115 |
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 | $58,875 | $82,279-28.4% | $77,999-24.5% | $63,975-8.0% |
| Participation rate | 84.9% | 84.7%+0.3pp | 75.5%+9.4pp | 71.1%+13.8pp |
| Annual return | 12.49% | 11.20%+1.3pp | 425.96%-413.5pp | 48.65%-36.2pp |
| Employer contribution / active EE | $4,058 | $3,297+23.1% | $2,470+64.3% | $2,182+86.0% |
| Participant deferral / active EE | $7,393 | $4,538+62.9% | $3,497+111.4% | $3,356+120.3% |
| Admin fee / account holder | $15 | $81-82.1% | $5,480-99.7% | $70-79.3% |