Filed February 7, 2001
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 | -$109,678 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,564 | $128,472+7.1% | $81,367+69.1% | $59,188+132.4% |
| Participation rate | 86.7% | 92.5%-5.8pp | 82.3%+4.4pp | 69.4%+17.3pp |
| Annual return | 1.27% | 1.24%0pp | -0.92%+2.2pp | 5.51%-4.2pp |
| Employer contribution / active EE | $5,425 | $3,689+47.1% | $3,930+38.1% | $2,098+158.6% |
| Participant deferral / active EE | $10,205 | $6,963+46.6% | $5,383+89.6% | $3,265+212.6% |
| Admin fee / account holder | -$42 | $71-159.6% | $8,926-100.5% | $92-146.1% |