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 | $18,475 |
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 | $99,408 | $117,734-15.6% | $115,752-14.1% | $77,958+27.5% |
| Participation rate | 81.2% | 82.0%-0.8pp | 77.8%+3.4pp | 71.6%+9.5pp |
| Annual return | 19.93% | 17.65%+2.3pp | 19.41%+0.5pp | 20.87%-0.9pp |
| Employer contribution / active EE | $3,208 | $2,736+17.3% | $3,492-8.1% | $2,310+38.9% |
| Participant deferral / active EE | $6,549 | $4,435+47.7% | $5,204+25.9% | $3,537+85.2% |
| Admin fee / account holder | $6 | $75-91.7% | $6,278-99.9% | $97-93.6% |