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 | $1,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,552 | $65,862+64.8% | $124,672-12.9% | $79,386+36.7% |
| Participation rate | 49.1% | 62.2%-13.2pp | 74.6%-25.5pp | 70.7%-21.6pp |
| Annual return | 12.00% | 19.02%-7.0pp | 5142.93%-5130.9pp | 116.85%-104.9pp |
| Employer contribution / active EE | $687 | $1,883-63.5% | $3,324-79.3% | $2,427-71.7% |
| Participant deferral / active EE | $1,808 | $2,772-34.8% | $4,614-60.8% | $4,046-55.3% |
| Admin fee / account holder | $13 | $673-98.1% | $7,493-99.8% | $626-97.9% |