Filed May 3, 1999 (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 8-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 | $3,759 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,610 | $45,152+176.0% | $73,843+68.7% | $59,632+109.0% |
| Participation rate | 98.8% | 64.0%+34.8pp | 73.4%+25.4pp | 68.7%+30.2pp |
| Annual return | 0.38% | 27.40%-27.0pp | 2267.84%-2267.5pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $11,022 | $1,902+479.6% | $2,787+295.4% | $2,203+400.4% |
| Participant deferral / active EE | $8,409 | $2,574+226.7% | $3,583+134.7% | $3,192+163.5% |
| Admin fee / account holder | $26 | $3,516-99.3% | $4,880-99.5% | $4,297-99.4% |