Filed February 13, 1996
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 5-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 | $131,161 |
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 | $116,059 | $112,686+3.0% | $169,993-31.7% | $80,160+44.8% |
| Participation rate | 96.2% | 87.4%+8.9pp | 87.0%+9.2pp | 72.9%+23.3pp |
| Annual return | 20.77% | 67.04%-46.3pp | 53.37%-32.6pp | 40.38%-19.6pp |
| Employer contribution / active EE | $6,022 | $4,481+34.4% | $6,785-11.2% | $2,978+102.2% |
| Participant deferral / active EE | $9,002 | $7,876+14.3% | $10,408-13.5% | $5,017+79.4% |
| Admin fee / account holder | $53 | $99-46.1% | $12,815-99.6% | $145-63.2% |