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 | $1,027,381 |
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 | $234,580 | $171,977+36.4% | $200,582+16.9% | $140,769+66.6% |
| Participation rate | 99.7% | 93.2%+6.4pp | 86.9%+12.8pp | 74.2%+25.5pp |
| Annual return | 17.24% | 19.20%-2.0pp | 42.33%-25.1pp | 16.82%+0.4pp |
| Employer contribution / active EE | $9,340 | $6,031+54.8% | $6,419+45.5% | $3,906+139.1% |
| Participant deferral / active EE | $10,186 | $9,366+8.8% | $9,331+9.2% | $6,717+51.7% |
| Admin fee / account holder | $13 | $68-80.4% | $16,305-99.9% | $229-94.2% |