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 | $139,282 |
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 | $186,823 | $135,240+38.1% | $169,993+9.9% | $96,393+93.8% |
| Participation rate | 99.6% | 86.5%+13.1pp | 87.0%+12.6pp | 71.3%+28.3pp |
| Annual return | 17.71% | 22.04%-4.3pp | 53.37%-35.7pp | 22.88%-5.2pp |
| Employer contribution / active EE | $8,431 | $5,029+67.6% | $6,785+24.3% | $3,238+160.3% |
| Participant deferral / active EE | $9,368 | $8,138+15.1% | $10,408-10.0% | $5,455+71.7% |
| Admin fee / account holder | $8 | $85-90.2% | $12,815-99.9% | $74-88.8% |