Filed August 14, 1998
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 | $31,339 |
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 | $86,008 | $53,165+61.8% | $86,188-0.2% | $74,419+15.6% |
| Participation rate | 77.8% | 64.9%+13.0pp | 69.0%+8.9pp | 70.7%+7.1pp |
| Annual return | 20.65% | 22.64%-2.0pp | 1168.45%-1147.8pp | 34.38%-13.7pp |
| Employer contribution / active EE | $4,198 | $1,210+247.0% | $2,380+76.4% | $2,637+59.2% |
| Participant deferral / active EE | $7,983 | $3,234+146.8% | $3,985+100.3% | $4,528+76.3% |
| Admin fee / account holder | $48 | $551-91.3% | $6,852-99.3% | $348-86.2% |