Filed September 27, 1993
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 | -$12,684 |
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 | $78,500 | $43,723+79.5% | $121,196-35.2% | $64,186+22.3% |
| Participation rate | 76.7% | 58.3%+18.4pp | 71.7%+5.0pp | 69.6%+7.2pp |
| Annual return | -0.04% | 68.91%-68.9pp | 16.93%-17.0pp | 7.63%-7.7pp |
| Employer contribution / active EE | $1,872 | $1,296+44.4% | $4,022-53.4% | $2,381-21.4% |
| Participant deferral / active EE | $3,578 | $2,280+57.0% | $3,344+7.0% | $3,470+3.1% |
| Admin fee / account holder | -$151 | $3,501-104.3% | $5,019-103.0% | $4,888-103.1% |