Filed November 6, 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 | $35,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,212 | $52,293+47.7% | $178,490-56.7% | $73,409+5.2% |
| Participation rate | 63.9% | 65.3%-1.5pp | 81.9%-18.0pp | 72.2%-8.3pp |
| Annual return | 15.33% | 34.75%-19.4pp | 151.07%-135.7pp | 59.29%-44.0pp |
| Employer contribution / active EE | $2,577 | $1,735+48.5% | $5,011-48.6% | $2,234+15.4% |
| Participant deferral / active EE | $4,994 | $2,332+114.1% | $5,202-4.0% | $3,805+31.2% |
| Admin fee / account holder | $117 | $127-7.9% | $13,984-99.2% | $158-25.7% |