Filed April 11, 2002
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 | $452 |
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 | $81,004 | $174,559-53.6% | $105,387-23.1% | $67,579+19.9% |
| Participation rate | 99.0% | 88.2%+10.8pp | 82.6%+16.4pp | 71.3%+27.7pp |
| Annual return | 23.04% | 23.63%-0.6pp | 26.82%-3.8pp | 378.56%-355.5pp |
| Employer contribution / active EE | $4,926 | $4,874+1.1% | $4,213+16.9% | $2,148+129.4% |
| Participant deferral / active EE | $6,744 | $7,563-10.8% | $5,502+22.6% | $3,539+90.6% |
| Admin fee / account holder | $1 | $270-99.8% | $6,559-100.0% | $142-99.5% |