Filed December 23, 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 5-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 | $17,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,282 | $69,305-20.2% | $82,313-32.8% | $69,631-20.6% |
| Participation rate | 68.1% | 80.3%-12.2pp | 76.9%-8.8pp | 70.7%-2.6pp |
| Annual return | 16.11% | 21.47%-5.4pp | 25.88%-9.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,535 | $1,887-18.6% | $2,428-36.8% | $2,032-24.5% |
| Participant deferral / active EE | $1,881 | $3,568-47.3% | $3,706-49.2% | $3,224-41.6% |
| Admin fee / account holder | $87 | $97-10.0% | $5,608-98.4% | $110-20.8% |