Filed June 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 37 · EIN 04-2647786 | Loan Processing | $37,828 |
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 | $122,010 | $100,227+21.7% | $169,993-28.2% | $74,419+64.0% |
| Participation rate | 95.2% | 87.3%+7.9pp | 87.0%+8.2pp | 70.7%+24.5pp |
| Annual return | 19.01% | 66.08%-47.1pp | 53.37%-34.4pp | 34.38%-15.4pp |
| Employer contribution / active EE | $6,006 | $4,263+40.9% | $6,785-11.5% | $2,637+127.7% |
| Participant deferral / active EE | $15,249 | $7,143+113.5% | $10,408+46.5% | $4,528+236.8% |
| Admin fee / account holder | $87 | $234-62.7% | $12,815-99.3% | $348-74.9% |