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 | -$20,625 |
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 | $84,154 | $78,852+6.7% | $76,768+9.6% | $75,289+11.8% |
| Participation rate | 98.7% | 85.0%+13.7pp | 77.0%+21.7pp | 72.4%+26.3pp |
| Annual return | -5.11% | -1.29%-3.8pp | 2.43%-7.5pp | -0.04%-5.1pp |
| Employer contribution / active EE | $2,590 | $2,794-7.3% | $2,485+4.2% | $2,405+7.7% |
| Participant deferral / active EE | $5,118 | $4,800+6.6% | $3,852+32.9% | $3,739+36.9% |
| Admin fee / account holder | -$9 | $79-110.8% | $6,675-100.1% | $102-108.3% |