Filed December 23, 1992
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 | $172,542 |
Form 5500 reported that benefits due were not provided when due.
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 | $47,977 | $52,090-7.9% | $95,745-49.9% | $80,160-40.1% |
| Participation rate | 87.9% | 67.0%+20.9pp | 72.3%+15.7pp | 72.9%+15.0pp |
| Annual return | 20.69% | 23.29%-2.6pp | 28.35%-7.7pp | 40.38%-19.7pp |
| Employer contribution / active EE | $839 | $1,548-45.8% | $2,835-70.4% | $2,978-71.8% |
| Participant deferral / active EE | $2,955 | $3,266-9.5% | $4,245-30.4% | $5,017-41.1% |
| Admin fee / account holder | $88 | $96-8.6% | $5,678-98.5% | $145-39.5% |