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 | $35,606 |
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 | $56,109 | $40,522+38.5% | $84,611-33.7% | $67,579-17.0% |
| Participation rate | 24.3% | 51.1%-26.8pp | 68.2%-43.9pp | 71.3%-47.0pp |
| Annual return | 21.15% | 32.72%-11.6pp | 258.74%-237.6pp | 378.56%-357.4pp |
| Employer contribution / active EE | $88 | $1,146-92.3% | $2,652-96.7% | $2,148-95.9% |
| Participant deferral / active EE | $1,815 | $2,132-14.8% | $3,899-53.4% | $3,539-48.7% |
| Admin fee / account holder | $85 | $145-41.3% | $4,912-98.3% | $142-40.1% |