Filed December 16, 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 | $32,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,709 | $44,473+9.5% | $76,523-36.3% | $55,725-12.6% |
| Participation rate | 24.0% | 51.0%-27.0pp | 68.0%-44.0pp | 70.9%-46.9pp |
| Annual return | -1.20% | -2.01%+0.8pp | -0.27%-0.9pp | 244.93%-246.1pp |
| Employer contribution / active EE | $139 | $1,101-87.4% | $2,647-94.8% | $2,078-93.3% |
| Participant deferral / active EE | $2,168 | $1,988+9.1% | $3,835-43.5% | $3,356-35.4% |
| Admin fee / account holder | $78 | $134-41.5% | $4,848-98.4% | $115-31.9% |