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 | -$55,230 |
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 | $152,729 | $47,898+218.9% | $117,472+30.0% | $64,808+135.7% |
| Participation rate | 99.0% | 61.9%+37.1pp | 70.6%+28.4pp | 71.5%+27.5pp |
| Annual return | -17.14% | -15.54%-1.6pp | 29.74%-46.9pp | 32.82%-50.0pp |
| Employer contribution / active EE | $7,516 | $1,774+323.7% | $4,176+80.0% | $2,506+199.9% |
| Participant deferral / active EE | $11,758 | $3,151+273.2% | $4,070+188.9% | $4,310+172.8% |
| Admin fee / account holder | -$69 | $132-152.6% | $5,645-101.2% | $188-136.9% |