Filed October 30, 1996
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 | $21,968 |
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 | $28,808 | $88,324-67.4% | $115,037-75.0% | $55,191-47.8% |
| Participation rate | 96.7% | 72.5%+24.2pp | 81.4%+15.4pp | 69.2%+27.6pp |
| Annual return | 2.19% | 6.30%-4.1pp | 26.14%-24.0pp | 10.78%-8.6pp |
| Employer contribution / active EE | $4,053 | $2,805+44.5% | $4,608-12.0% | $1,899+113.4% |
| Participant deferral / active EE | $4,371 | $5,042-13.3% | $6,026-27.5% | $3,046+43.5% |
| Admin fee / account holder | $32 | $105-69.8% | $8,175-99.6% | $91-65.0% |