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 | -$49,370 |
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 | $165,412 | $54,121+205.6% | $134,143+23.3% | $73,409+125.3% |
| Participation rate | 98.8% | 64.4%+34.4pp | 72.2%+26.6pp | 72.2%+26.6pp |
| Annual return | 17.95% | -312.52%+330.5pp | 36.33%-18.4pp | 59.29%-41.3pp |
| Employer contribution / active EE | $5,804 | $1,402+314.0% | $3,704+56.7% | $2,234+159.8% |
| Participant deferral / active EE | $10,457 | $2,844+267.7% | $3,499+198.9% | $3,805+174.8% |
| Admin fee / account holder | -$71 | $132-153.8% | $6,684-101.1% | $158-145.1% |