Filed April 30, 1993
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 | $4,288 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,168 | $80,211+3.7% | $74,183+12.1% | $63,975+30.0% |
| Participation rate | 99.0% | 84.2%+14.8pp | 76.6%+22.4pp | 71.1%+27.9pp |
| Annual return | 5.98% | 14.13%-8.1pp | 17.74%-11.8pp | 48.65%-42.7pp |
| Employer contribution / active EE | $3,297 | $2,553+29.1% | $2,370+39.1% | $2,182+51.1% |
| Participant deferral / active EE | $5,103 | $4,370+16.8% | $3,550+43.8% | $3,356+52.0% |
| Admin fee / account holder | $2 | $67-97.1% | $5,586-100.0% | $70-97.3% |