Filed September 30, 1999
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 | $37,376 |
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 | $46,901 | $74,024-36.6% | $77,999-39.9% | $57,658-18.7% |
| Participation rate | 77.8% | 79.7%-1.9pp | 75.5%+2.3pp | 70.2%+7.6pp |
| Annual return | 7.55% | 12.14%-4.6pp | 425.96%-418.4pp | 5.13%+2.4pp |
| Employer contribution / active EE | $1,890 | $2,365-20.1% | $2,470-23.5% | $1,974-4.2% |
| Participant deferral / active EE | $2,365 | $3,533-33.1% | $3,497-32.4% | $3,061-22.7% |
| Admin fee / account holder | $91 | $93-2.2% | $5,480-98.3% | $95-3.6% |