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 | $600 |
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 | $103,242 | $59,328+74.0% | $118,925-13.2% | $73,488+40.5% |
| Participation rate | 52.7% | 62.3%-9.6pp | 75.4%-22.7pp | 70.7%-18.0pp |
| Annual return | 13.06% | 19.13%-6.1pp | 35.88%-22.8pp | 28.51%-15.4pp |
| Employer contribution / active EE | $449 | $1,803-75.1% | $3,263-86.2% | $2,270-80.2% |
| Participant deferral / active EE | $1,680 | $2,604-35.5% | $4,265-60.6% | $3,740-55.1% |
| Admin fee / account holder | $8 | $600-98.8% | $6,581-99.9% | $513-98.5% |