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 | -$418,107 |
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 | $237,663 | $167,950+41.5% | $112,887+110.5% | $80,160+196.5% |
| Participation rate | 93.2% | 94.5%-1.3pp | 80.5%+12.7pp | 72.9%+20.2pp |
| Annual return | 19.93% | 18.78%+1.1pp | 34.10%-14.2pp | 40.38%-20.5pp |
| Employer contribution / active EE | $9,627 | $6,272+53.5% | $4,563+111.0% | $2,978+223.3% |
| Participant deferral / active EE | $14,232 | $9,857+44.4% | $6,513+118.5% | $5,017+183.7% |
| Admin fee / account holder | -$146 | $104-240.9% | $7,047-102.1% | $145-200.7% |