Filed February 18, 1994
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 9-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 | $262,679 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $180,265 | $148,970+21.0% | $136,007+32.5% | $199,593-9.7% |
| Participation rate | 91.0% | 79.4%+11.6pp | 76.5%+14.5pp | 72.0%+19.0pp |
| Annual return | -18.52% | 27.07%-45.6pp | 579.32%-597.8pp | 34.25%-52.8pp |
| Employer contribution / active EE | $7,766 | $3,561+118.1% | $4,217+84.2% | $3,034+156.0% |
| Participant deferral / active EE | $18,373 | $6,140+199.2% | $7,025+161.5% | $5,087+261.2% |
| Admin fee / account holder | $94 | $144-35.0% | $6,858-98.6% | $269-65.2% |