Filed September 8, 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 8-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 | $266,231 |
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 | $113,046 | $112,623+0.4% | $106,213+6.4% | $199,593-43.4% |
| Participation rate | 96.9% | 86.2%+10.6pp | 75.3%+21.6pp | 72.0%+24.9pp |
| Annual return | 16.02% | 15.57%+0.4pp | 116.14%-100.1pp | 34.25%-18.2pp |
| Employer contribution / active EE | $6,956 | $4,575+52.0% | $3,171+119.3% | $3,034+129.2% |
| Participant deferral / active EE | $10,004 | $6,659+50.2% | $5,016+99.4% | $5,087+96.7% |
| Admin fee / account holder | $63 | $107-41.3% | $11,033-99.4% | $269-76.7% |