Filed July 7, 2000
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 | $66,724 |
IMA WEALTH INC1 year Service code 27 · EIN 48-1233289 | Advisory (Plan) | $35,000 |
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 | $66,006 | $56,443+16.9% | $83,848-21.3% | $55,725+18.4% |
| Participation rate | 89.9% | 72.0%+17.9pp | 76.1%+13.8pp | 70.9%+19.0pp |
| Annual return | -4.86% | 393.67%-398.5pp | 850.88%-855.7pp | 244.93%-249.8pp |
| Employer contribution / active EE | $4,278 | $2,682+59.5% | $3,631+17.8% | $2,078+105.8% |
| Participant deferral / active EE | $6,257 | $2,965+111.0% | $4,082+53.3% | $3,356+86.5% |
| Admin fee / account holder | $208 | $156+33.4% | $5,478-96.2% | $115+81.0% |