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 | -$89,355 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,595 | $62,723+213.4% | $142,863+37.6% | $86,799+126.5% |
| Participation rate | 99.4% | 62.6%+36.8pp | 71.9%+27.5pp | 72.3%+27.1pp |
| Annual return | 18.25% | 17.62%+0.6pp | 5637.54%-5619.3pp | 97.91%-79.7pp |
| Employer contribution / active EE | $6,293 | $1,627+286.9% | $4,144+51.9% | $2,405+161.6% |
| Participant deferral / active EE | $11,384 | $3,039+274.6% | $3,837+196.7% | $4,131+175.6% |
| Admin fee / account holder | -$126 | $140-190.4% | $6,560-101.9% | $170-174.4% |