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 | $1,425 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,171 | $62,603-2.3% | $104,294-41.3% | $66,914-8.6% |
| Participation rate | 90.9% | 59.6%+31.3pp | 73.3%+17.6pp | 69.8%+21.1pp |
| Annual return | -5.56% | -14.70%+9.1pp | 24.61%-30.2pp | 1.58%-7.1pp |
| Employer contribution / active EE | $654 | $1,972-66.8% | $3,372-80.6% | $2,544-74.3% |
| Participant deferral / active EE | $1,576 | $2,853-44.8% | $4,625-65.9% | $4,237-62.8% |
| Admin fee / account holder | $12 | $656-98.2% | $7,339-99.8% | $593-98.0% |