Filed December 22, 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 | -$26,239 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,527 | $52,953+223.9% | $172,739-0.7% | $65,185+163.1% |
| Participation rate | 93.0% | 66.2%+26.8pp | 82.6%+10.4pp | 70.2%+22.8pp |
| Annual return | 23.75% | 30.12%-6.4pp | 802.84%-779.1pp | 29.38%-5.6pp |
| Employer contribution / active EE | $6,457 | $2,190+194.9% | $5,143+25.6% | $2,177+196.7% |
| Participant deferral / active EE | $13,098 | $2,471+430.1% | $5,198+152.0% | $3,514+272.8% |
| Admin fee / account holder | -$81 | $472-117.1% | $13,954-100.6% | $847-109.5% |