Filed December 19, 1997
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 | $637 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $280,352 | $82,882+238.3% | $127,761+119.4% | $72,985+284.1% |
| Participation rate | 94.7% | 71.5%+23.2pp | 79.0%+15.7pp | 69.5%+25.2pp |
| Annual return | 21.70% | 32.20%-10.5pp | 26.14%-4.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $2,295 | $3,346-31.4% | $4,574-49.8% | $2,440-6.0% |
| Participant deferral / active EE | $9,372 | $4,791+95.6% | $6,021+55.7% | $3,607+159.8% |
| Admin fee / account holder | $8 | $6,487-99.9% | $9,395-99.9% | $5,124-99.8% |