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 | $31,482 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $200,026 | $99,985+100.1% | $146,665+36.4% | $85,850+133.0% |
| Participation rate | 95.1% | 73.1%+22.0pp | 80.1%+15.0pp | 69.3%+25.7pp |
| Annual return | 10.31% | 18.93%-8.6pp | 22.74%-12.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $277 | $2,559-89.2% | $4,136-93.3% | $2,565-89.2% |
| Participant deferral / active EE | $7,451 | $4,006+86.0% | $5,506+35.3% | $3,952+88.5% |
| Admin fee / account holder | $307 | $7,702-96.0% | $10,280-97.0% | $6,260-95.1% |