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 | $24,669 |
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 | $118,750 | $62,723+89.3% | $142,863-16.9% | $86,799+36.8% |
| Participation rate | 88.5% | 62.6%+26.0pp | 71.9%+16.6pp | 72.3%+16.2pp |
| Annual return | 18.60% | 17.62%+1.0pp | 5637.54%-5618.9pp | 97.91%-79.3pp |
| Employer contribution / active EE | $2,859 | $1,627+75.8% | $4,144-31.0% | $2,405+18.9% |
| Participant deferral / active EE | $4,941 | $3,039+62.6% | $3,837+28.8% | $4,131+19.6% |
| Admin fee / account holder | $59 | $140-57.9% | $6,560-99.1% | $170-65.4% |