Filed September 16, 1994 (most recent of 2 filings on file)
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 | $545,932 |
RSM US LLP1+ years Filed as: MCGLADREY LLP Service code 10 · EIN 42-0714325 | Accounting | $36,736 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,600 | $158,120-36.4% | $68,509+46.8% | $69,651+44.4% |
| Participation rate | 79.2% | 88.0%-8.8pp | 74.7%+4.5pp | 66.6%+12.7pp |
| Annual return | 0.55% | 3.41%-2.9pp | 8.27%-7.7pp | 53.77%-53.2pp |
| Employer contribution / active EE | $3,642 | $5,427-32.9% | $2,278+59.9% | $2,241+62.6% |
| Participant deferral / active EE | $5,702 | $7,897-27.8% | $3,382+68.6% | $3,635+56.8% |
| Admin fee / account holder | $41 | $74-44.8% | $5,275-99.2% | $63-35.7% |