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 | -$122,163 |
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 | $172,277 | $159,202+8.2% | $97,995+75.8% | $77,958+121.0% |
| Participation rate | 89.8% | 91.5%-1.7pp | 82.4%+7.4pp | 71.6%+18.1pp |
| Annual return | 18.84% | 28.47%-9.6pp | 23.94%-5.1pp | 20.87%-2.0pp |
| Employer contribution / active EE | $6,285 | $4,224+48.8% | $4,158+51.1% | $2,310+172.0% |
| Participant deferral / active EE | $11,751 | $7,461+57.5% | $5,097+130.6% | $3,537+232.3% |
| Admin fee / account holder | -$46 | $83-155.7% | $5,943-100.8% | $97-147.3% |