Filed September 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 | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,811 | $65,557+15.6% | $105,738-28.3% | $56,287+34.7% |
| Participation rate | 47.9% | 63.4%-15.5pp | 76.3%-28.4pp | 69.9%-21.9pp |
| Annual return | -3.33% | -1.32%-2.0pp | 6.27%-9.6pp | -9.96%+6.6pp |
| Employer contribution / active EE | $375 | $1,788-79.0% | $3,268-88.5% | $2,111-82.3% |
| Participant deferral / active EE | $1,681 | $2,418-30.5% | $4,080-58.8% | $3,350-49.8% |
| Admin fee / account holder | $9 | $561-98.4% | $6,913-99.9% | $521-98.3% |