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 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 | $1,703,781 |
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 | $42,900 | $49,270-12.9% | $156,549-72.6% | $329,111-87.0% |
| Participation rate | 94.1% | 68.1%+26.0pp | 84.0%+10.1pp | 67.9%+26.2pp |
| Annual return | 18.26% | 23.25%-5.0pp | 32.23%-14.0pp | 16.35%+1.9pp |
| Employer contribution / active EE | $629 | $1,534-59.0% | $5,501-88.6% | $2,303-72.7% |
| Participant deferral / active EE | $6,061 | $2,920+107.6% | $4,871+24.4% | $3,682+64.6% |
| Admin fee / account holder | $37 | $51-26.6% | $13,027-99.7% | $754-95.1% |