Filed October 9, 1998 (most recent of 2 filings on file)
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 | $8,839 |
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 | $89,768 | $47,648+88.4% | $130,648-31.3% | $67,579+32.8% |
| Participation rate | 71.9% | 60.4%+11.5pp | 71.7%+0.1pp | 71.3%+0.6pp |
| Annual return | 25.80% | 25.73%+0.1pp | 1708.96%-1683.2pp | 378.56%-352.8pp |
| Employer contribution / active EE | $2,126 | $1,408+51.0% | $4,092-48.0% | $2,148-1.0% |
| Participant deferral / active EE | $3,694 | $2,616+41.2% | $3,603+2.5% | $3,539+4.4% |
| Admin fee / account holder | $23 | $105-77.8% | $5,464-99.6% | $142-83.6% |