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 6-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 | $120,459 |
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 | $238,867 | $81,321+193.7% | $68,509+248.7% | $59,188+303.6% |
| Participation rate | 91.0% | 83.8%+7.2pp | 74.7%+16.3pp | 69.4%+21.6pp |
| Annual return | 4.50% | 4.65%-0.1pp | 8.27%-3.8pp | 5.51%-1.0pp |
| Employer contribution / active EE | $3,228 | $3,297-2.1% | $2,278+41.7% | $2,098+53.9% |
| Participant deferral / active EE | $6,661 | $4,592+45.0% | $3,382+96.9% | $3,265+104.0% |
| Admin fee / account holder | $27 | $62-57.1% | $5,275-99.5% | $92-71.3% |