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 | $3,566 |
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 | $174,106 | $53,127+227.7% | $86,590+101.1% | $70,131+148.3% |
| Participation rate | 98.4% | 65.3%+33.1pp | 73.5%+24.9pp | 69.5%+28.9pp |
| Annual return | 16.92% | 27.66%-10.7pp | 964.84%-947.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $13,286 | $2,068+542.4% | $2,839+367.9% | $2,342+467.2% |
| Participant deferral / active EE | $11,016 | $2,696+308.6% | $3,609+205.3% | $3,332+230.6% |
| Admin fee / account holder | $27 | $3,585-99.3% | $4,906-99.5% | $4,645-99.4% |