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 | -$472,773 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $210,674 | $153,281+37.4% | $93,789+124.6% | $77,904+170.4% |
| Participation rate | 94.0% | 92.2%+1.8pp | 81.0%+13.1pp | 73.7%+20.4pp |
| Annual return | -18.07% | -5.55%-12.5pp | -11.33%-6.7pp | 12.21%-30.3pp |
| Employer contribution / active EE | $10,209 | $5,690+79.4% | $4,323+136.2% | $2,848+258.5% |
| Participant deferral / active EE | $14,530 | $9,364+55.2% | $6,094+138.4% | $4,806+202.3% |
| Admin fee / account holder | -$173 | $114-251.5% | $7,195-102.4% | $133-230.4% |