Filed August 20, 1991
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 | -$1,094 |
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 | $111,992 | $45,324+147.1% | $122,332-8.5% | $69,631+60.8% |
| Participation rate | 98.3% | 59.9%+38.4pp | 71.6%+26.7pp | 70.7%+27.6pp |
| Annual return | 20.95% | 25.35%-4.4pp | 30.27%-9.3pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $2,773 | $1,230+125.5% | $4,050-31.5% | $2,032+36.4% |
| Participant deferral / active EE | $9,541 | $2,367+303.1% | $3,287+190.3% | $3,224+196.0% |
| Admin fee / account holder | -$2 | $87-102.1% | $5,478-100.0% | $110-101.6% |