Filed July 14, 1995
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 | $14,305 |
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 | $98,321 | $71,802+36.9% | $133,980-26.6% | $57,658+70.5% |
| Participation rate | 94.3% | 85.5%+8.8pp | 87.1%+7.2pp | 70.2%+24.0pp |
| Annual return | 20.59% | 13.51%+7.1pp | 29.30%-8.7pp | 5.13%+15.5pp |
| Employer contribution / active EE | $6,131 | $3,161+93.9% | $5,211+17.6% | $1,974+210.6% |
| Participant deferral / active EE | $5,653 | $4,606+22.7% | $6,282-10.0% | $3,061+84.7% |
| Admin fee / account holder | $42 | $88-52.4% | $9,324-99.6% | $95-55.9% |