Filed December 15, 1994
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 | $23,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $55,272 | $34,495+60.2% | $78,689-29.8% | $63,975-13.6% |
| Participation rate | 42.4% | 60.8%-18.4pp | 73.6%-31.2pp | 71.1%-28.7pp |
| Annual return | 6.48% | 11.62%-5.1pp | 62.18%-55.7pp | 48.65%-42.2pp |
| Employer contribution / active EE | $1,303 | $1,398-6.8% | $2,851-54.3% | $2,182-40.3% |
| Participant deferral / active EE | $1,483 | $2,100-29.4% | $3,517-57.8% | $3,356-55.8% |
| Admin fee / account holder | $36 | $68-47.6% | $4,510-99.2% | $70-49.4% |