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 | -$202,570 |
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 | $167,322 | $144,389+15.9% | $90,782+84.3% | $75,289+122.2% |
| Participation rate | 87.3% | 92.2%-4.9pp | 82.7%+4.6pp | 72.4%+14.8pp |
| Annual return | -4.14% | 0.91%-5.0pp | -3.42%-0.7pp | -0.04%-4.1pp |
| Employer contribution / active EE | $6,339 | $4,529+40.0% | $4,105+54.4% | $2,405+163.6% |
| Participant deferral / active EE | $12,196 | $7,882+54.7% | $5,366+127.3% | $3,739+226.2% |
| Admin fee / account holder | -$77 | $102-175.1% | $5,908-101.3% | $102-175.2% |