Filed December 17, 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 | $25,813 |
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 | $50,555 | $75,760-33.3% | $123,104-58.9% | $59,188-14.6% |
| Participation rate | 96.7% | 86.0%+10.6pp | 86.8%+9.9pp | 69.4%+27.3pp |
| Annual return | 2.00% | 2.93%-0.9pp | 13.22%-11.2pp | 5.51%-3.5pp |
| Employer contribution / active EE | $2,478 | $3,415-27.4% | $5,151-51.9% | $2,098+18.1% |
| Participant deferral / active EE | $3,919 | $5,000-21.6% | $6,230-37.1% | $3,265+20.0% |
| Admin fee / account holder | $12 | $61-80.6% | $9,015-99.9% | $92-87.2% |