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 14 · EIN 04-2647786 | Plan Administrator | $1,211,832 |
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 | $169,896 | $118,441+43.4% | $151,611+12.1% | $89,394+90.1% |
| Participation rate | 99.6% | 88.0%+11.6pp | 87.5%+12.1pp | 71.3%+28.3pp |
| Annual return | -15.12% | -9.10%-6.0pp | 3.33%-18.5pp | -11.89%-3.2pp |
| Employer contribution / active EE | $8,493 | $4,770+78.0% | $6,166+37.7% | $3,022+181.1% |
| Participant deferral / active EE | $9,456 | $7,648+23.6% | $8,363+13.1% | $5,123+84.6% |
| Admin fee / account holder | $24 | $90-73.6% | $11,616-99.8% | $79-70.2% |