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 | -$300,309 |
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 | $232,112 | $187,277+23.9% | $112,977+105.5% | $90,288+157.1% |
| Participation rate | 95.3% | 91.6%+3.7pp | 82.6%+12.7pp | 73.4%+21.9pp |
| Annual return | 20.17% | 26.33%-6.2pp | 24.24%-4.1pp | 53.97%-33.8pp |
| Employer contribution / active EE | $9,033 | $5,263+71.6% | $4,255+112.3% | $2,524+257.9% |
| Participant deferral / active EE | $12,651 | $8,833+43.2% | $5,836+116.8% | $4,232+198.9% |
| Admin fee / account holder | -$108 | $102-206.7% | $6,294-101.7% | $114-195.0% |