Filed December 3, 1998 (most recent of 3 filings on file)
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 | $63,875 |
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 | $56,996 | $92,055-38.1% | $106,213-46.3% | $77,643-26.6% |
| Participation rate | 96.3% | 81.0%+15.3pp | 75.3%+21.1pp | 70.6%+25.8pp |
| Annual return | 16.91% | 17.91%-1.0pp | 116.14%-99.2pp | 31.24%-14.3pp |
| Employer contribution / active EE | $3,392 | $3,367+0.7% | $3,171+7.0% | $2,726+24.4% |
| Participant deferral / active EE | $3,783 | $5,386-29.8% | $5,016-24.6% | $4,647-18.6% |
| Admin fee / account holder | $93 | $219-57.5% | $11,033-99.2% | $430-78.4% |