Filed January 29, 1993
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 | $4,538 |
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 | $184,669 | $331,159-44.2% | $112,887+63.6% | $74,419+148.1% |
| Participation rate | 92.0% | 81.4%+10.6pp | 80.5%+11.5pp | 70.7%+21.3pp |
| Annual return | 23.73% | 21.62%+2.1pp | 34.10%-10.4pp | 34.38%-10.7pp |
| Employer contribution / active EE | $4,747 | $5,469-13.2% | $4,563+4.0% | $2,637+80.0% |
| Participant deferral / active EE | $6,258 | $8,097-22.7% | $6,513-3.9% | $4,528+38.2% |
| Admin fee / account holder | $23 | $281-91.7% | $7,047-99.7% | $348-93.3% |