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 | $28,921 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,766 | $39,948+47.1% | $89,391-34.3% | $73,409-19.9% |
| Participation rate | 25.7% | 50.4%-24.7pp | 68.0%-42.2pp | 72.2%-46.4pp |
| Annual return | 12.46% | 50.12%-37.7pp | 245.62%-233.2pp | 59.29%-46.8pp |
| Employer contribution / active EE | $81 | $1,200-93.2% | $2,586-96.9% | $2,234-96.4% |
| Participant deferral / active EE | $1,955 | $2,193-10.8% | $3,890-49.7% | $3,805-48.6% |
| Admin fee / account holder | $71 | $134-47.5% | $4,881-98.6% | $158-55.3% |