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 | $13,435 |
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 | $110,155 | $81,537+35.1% | $149,718-26.4% | $69,631+58.2% |
| Participation rate | 98.3% | 86.1%+12.2pp | 87.1%+11.3pp | 70.7%+27.7pp |
| Annual return | 19.86% | 22.79%-2.9pp | 1501.63%-1481.8pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $8,053 | $3,239+148.6% | $5,445+47.9% | $2,032+296.3% |
| Participant deferral / active EE | $6,378 | $4,994+27.7% | $6,569-2.9% | $3,224+97.9% |
| Admin fee / account holder | $37 | $107-65.0% | $11,283-99.7% | $110-66.2% |