Filed August 16, 1996
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 | $4,528 |
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 | $103,459 | $52,670+96.4% | $90,404+14.4% | $73,409+40.9% |
| Participation rate | 98.2% | 67.7%+30.5pp | 72.7%+25.5pp | 72.2%+26.0pp |
| Annual return | 16.09% | 20.70%-4.6pp | 1293.02%-1276.9pp | 59.29%-43.2pp |
| Employer contribution / active EE | $788 | $1,872-57.9% | $3,262-75.8% | $2,234-64.7% |
| Participant deferral / active EE | $5,929 | $2,807+111.2% | $3,963+49.6% | $3,805+55.8% |
| Admin fee / account holder | $7 | $117-93.6% | $5,611-99.9% | $158-95.3% |