Filed July 10, 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 | $29,791 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $188,693 | $91,552+106.1% | $133,956+40.9% | $79,858+136.3% |
| Participation rate | 95.7% | 73.3%+22.3pp | 79.8%+15.8pp | 69.6%+26.0pp |
| Annual return | 16.65% | 61.85%-45.2pp | 45.09%-28.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $458 | $2,384-80.8% | $3,919-88.3% | $2,471-81.5% |
| Participant deferral / active EE | $7,903 | $3,733+111.7% | $5,048+56.6% | $3,740+111.3% |
| Admin fee / account holder | $270 | $6,321-95.7% | $8,927-97.0% | $5,306-94.9% |