Filed April 23, 2001 (most recent of 5 filings on file)
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 | $629,877 |
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 | $204,827 | $152,104+34.7% | $184,200+11.2% | $106,408+92.5% |
| Participation rate | 99.3% | 85.9%+13.4pp | 86.8%+12.4pp | 69.9%+29.4pp |
| Annual return | 15.22% | 20.70%-5.5pp | 28.80%-13.6pp | 17.37%-2.1pp |
| Employer contribution / active EE | $8,493 | $5,326+59.5% | $6,424+32.2% | $3,361+152.7% |
| Participant deferral / active EE | $9,312 | $8,559+8.8% | $9,132+2.0% | $5,567+67.3% |
| Admin fee / account holder | $9 | $103-90.8% | $13,907-99.9% | $79-88.1% |