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 | $1,200 |
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 | $85,878 | $54,045+58.9% | $115,157-25.4% | $65,185+31.7% |
| Participation rate | 47.6% | 63.5%-15.9pp | 75.9%-28.3pp | 70.2%-22.6pp |
| Annual return | 18.13% | 26.55%-8.4pp | 35.60%-17.5pp | 29.38%-11.3pp |
| Employer contribution / active EE | $397 | $1,653-76.0% | $3,179-87.5% | $2,177-81.8% |
| Participant deferral / active EE | $1,530 | $2,504-38.9% | $4,168-63.3% | $3,514-56.5% |
| Admin fee / account holder | $14 | $626-97.7% | $7,088-99.8% | $847-98.3% |