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 | -$489,531 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,860 | $211,459+23.4% | $119,258+118.7% | $93,030+180.4% |
| Participation rate | 92.4% | 94.1%-1.7pp | 82.7%+9.6pp | 73.9%+18.4pp |
| Annual return | 13.45% | 39.10%-25.6pp | 30.69%-17.2pp | 158.70%-145.3pp |
| Employer contribution / active EE | $9,726 | $5,958+63.2% | $4,384+121.8% | $2,706+259.4% |
| Participant deferral / active EE | $13,957 | $9,654+44.6% | $6,111+128.4% | $4,562+205.9% |
| Admin fee / account holder | -$179 | $124-244.9% | $7,226-102.5% | $152-218.1% |