Filed March 29, 1995 (most recent of 2 filings on file)
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 | $1,203 |
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 | $98,183 | $41,317+137.6% | $85,969+14.2% | $55,191+77.9% |
| Participation rate | 94.9% | 54.5%+40.4pp | 76.5%+18.4pp | 69.2%+25.7pp |
| Annual return | 0.52% | 3.93%-3.4pp | 9.32%-8.8pp | 10.78%-10.3pp |
| Employer contribution / active EE | $3,256 | $1,198+171.9% | $3,474-6.3% | $1,899+71.5% |
| Participant deferral / active EE | $4,376 | $1,914+128.6% | $3,829+14.3% | $3,046+43.7% |
| Admin fee / account holder | $2 | $97-98.0% | $6,053-100.0% | $91-97.9% |