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 | -$16,368 |
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 | $140,085 | $58,101+141.1% | $118,925+17.8% | $73,409+90.8% |
| Participation rate | 98.2% | 56.1%+42.1pp | 75.4%+22.8pp | 72.2%+26.0pp |
| Annual return | 16.09% | 20.56%-4.5pp | 35.88%-19.8pp | 59.29%-43.2pp |
| Employer contribution / active EE | $4,422 | $1,445+206.0% | $3,263+35.5% | $2,234+98.0% |
| Participant deferral / active EE | $4,668 | $2,400+94.5% | $4,265+9.4% | $3,805+22.7% |
| Admin fee / account holder | -$35 | $138-125.3% | $6,581-100.5% | $158-122.2% |