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 | -$246,548 |
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 | $200,186 | $168,477+18.8% | $105,387+90.0% | $77,787+157.4% |
| Participation rate | 95.5% | 91.6%+3.8pp | 82.6%+12.9pp | 73.2%+22.2pp |
| Annual return | 23.02% | 25.62%-2.6pp | 26.82%-3.8pp | 32.57%-9.6pp |
| Employer contribution / active EE | $9,272 | $4,957+87.1% | $4,213+120.1% | $2,504+270.2% |
| Participant deferral / active EE | $12,963 | $8,141+59.2% | $5,502+135.6% | $3,967+226.8% |
| Admin fee / account holder | -$91 | $103-188.7% | $6,559-101.4% | $100-190.9% |