Filed February 18, 1997
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 | $51,066 |
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 | $68,044 | $65,118+4.5% | $76,768-11.4% | $55,725+22.1% |
| Participation rate | 99.6% | 79.6%+20.0pp | 77.0%+22.6pp | 70.9%+28.8pp |
| Annual return | -3.33% | -1.27%-2.1pp | 2.43%-5.8pp | 244.93%-248.3pp |
| Employer contribution / active EE | $1,854 | $1,941-4.5% | $2,485-25.4% | $2,078-10.8% |
| Participant deferral / active EE | $4,087 | $3,688+10.8% | $3,852+6.1% | $3,356+21.8% |
| Admin fee / account holder | $164 | $116+41.7% | $6,675-97.5% | $115+42.6% |