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 | $2,430,701 |
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 | $60,779 | $58,202+4.4% | $172,739-64.8% | $89,569-32.1% |
| Participation rate | 96.5% | 72.8%+23.6pp | 82.6%+13.8pp | 69.6%+26.9pp |
| Annual return | 23.68% | 61.59%-37.9pp | 802.84%-779.2pp | 34.56%-10.9pp |
| Employer contribution / active EE | $591 | $1,759-66.4% | $5,143-88.5% | $2,584-77.1% |
| Participant deferral / active EE | $7,875 | $3,335+136.1% | $5,198+51.5% | $4,220+86.6% |
| Admin fee / account holder | $31 | $53-40.3% | $13,954-99.8% | $72-56.2% |