Filed November 26, 1997 (most recent of 3 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 4-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 | $964,137 |
VERUS1 year Filed as: VERUS ADVISORY INC. Service code 16 · EIN 91-1320111 | Consulting | $1,177 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,711 | $49,270-21.4% | $156,549-75.3% | $329,111-88.2% |
| Participation rate | 90.6% | 68.1%+22.4pp | 84.0%+6.6pp | 67.9%+22.7pp |
| Annual return | 14.54% | 23.25%-8.7pp | 32.23%-17.7pp | 16.35%-1.8pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $6,055 | $2,920+107.3% | $4,871+24.3% | $3,682+64.4% |
| Admin fee / account holder | $37 | $51-26.8% | $13,027-99.7% | $754-95.1% |