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 | $24,211 |
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 | $83,446 | $107,045-22.0% | $108,745-23.3% | $63,975+30.4% |
| Participation rate | 95.0% | 81.9%+13.1pp | 77.7%+17.3pp | 71.1%+23.9pp |
| Annual return | 9.01% | 18.14%-9.1pp | 46.22%-37.2pp | 48.65%-39.6pp |
| Employer contribution / active EE | $3,402 | $2,651+28.3% | $3,323+2.4% | $2,182+55.9% |
| Participant deferral / active EE | $6,638 | $4,292+54.7% | $5,121+29.6% | $3,356+97.8% |
| Admin fee / account holder | $8 | $67-88.1% | $6,144-99.9% | $70-88.7% |