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 | $1,719,469 |
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 | $82,902 | $66,513+24.6% | $178,490-53.6% | $106,222-22.0% |
| Participation rate | 99.6% | 73.8%+25.8pp | 81.9%+17.7pp | 70.8%+28.8pp |
| Annual return | 17.18% | 21.81%-4.6pp | 151.07%-133.9pp | 21.69%-4.5pp |
| Employer contribution / active EE | $613 | $1,776-65.5% | $5,011-87.8% | $2,723-77.5% |
| Participant deferral / active EE | $8,682 | $3,679+136.0% | $5,202+66.9% | $4,600+88.7% |
| Admin fee / account holder | $26 | $53-52.1% | $13,984-99.8% | $78-67.3% |