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 | -$29,513 |
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 | $136,273 | $47,648+186.0% | $130,648+4.3% | $67,579+101.7% |
| Participation rate | 98.8% | 60.4%+38.4pp | 71.7%+27.0pp | 71.3%+27.5pp |
| Annual return | 27.67% | 25.73%+1.9pp | 1708.96%-1681.3pp | 378.56%-350.9pp |
| Employer contribution / active EE | $5,580 | $1,408+296.3% | $4,092+36.4% | $2,148+159.8% |
| Participant deferral / active EE | $10,837 | $2,616+314.2% | $3,603+200.8% | $3,539+206.2% |
| Admin fee / account holder | -$43 | $105-140.5% | $5,464-100.8% | $142-129.9% |