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 | $4,010 |
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 | $138,370 | $48,076+187.8% | $78,689+75.8% | $62,891+120.0% |
| Participation rate | 98.7% | 65.2%+33.5pp | 73.6%+25.2pp | 69.3%+29.4pp |
| Annual return | 6.11% | 31.35%-25.2pp | 62.18%-56.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $13,387 | $2,015+564.5% | $2,851+369.6% | $2,281+486.9% |
| Participant deferral / active EE | $9,239 | $2,588+257.0% | $3,517+162.7% | $3,203+188.5% |
| Admin fee / account holder | $29 | $3,207-99.1% | $4,510-99.4% | $4,296-99.3% |