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 | $1,908,133 |
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 | $50,157 | $46,969+6.8% | $154,107-67.5% | $73,367-31.6% |
| Participation rate | 94.1% | 72.4%+21.8pp | 83.0%+11.1pp | 69.5%+24.7pp |
| Annual return | 43.47% | 821.68%-778.2pp | 735.12%-691.7pp | 173.45%-130.0pp |
| Employer contribution / active EE | $476 | $1,723-72.4% | $5,298-91.0% | $2,499-80.9% |
| Participant deferral / active EE | $4,751 | $3,162+50.2% | $5,081-6.5% | $4,033+17.8% |
| Admin fee / account holder | $26 | $47-44.2% | $13,411-99.8% | $68-62.0% |