Filed December 26, 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 12 · EIN 48-1205033 | Participant loan processing; Float re... | $10,764 |
SENTRY LIFE INSURANCE COMPANY1+ years Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $1,030 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,019 | $42,546-10.6% | $71,796-47.0% | $55,167-31.1% |
| Participation rate | 75.7% | 59.1%+16.6pp | 69.1%+6.6pp | 69.0%+6.7pp |
| Annual return | -0.57% | 12.36%-12.9pp | 78.04%-78.6pp | 169.23%-169.8pp |
| Employer contribution / active EE | $325 | $803-59.5% | $1,924-83.1% | $1,963-83.4% |
| Participant deferral / active EE | $3,374 | $2,064+63.5% | $2,794+20.8% | $3,054+10.5% |
| Admin fee / account holder | $45 | $650-93.0% | $4,815-99.1% | $504-91.0% |