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 | -$132,331 |
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 | $187,028 | $53,345+250.6% | $121,098+54.4% | $74,419+151.3% |
| Participation rate | 99.4% | 60.0%+39.4pp | 69.5%+29.9pp | 70.7%+28.7pp |
| Annual return | 21.31% | 35.15%-13.8pp | 985.75%-964.4pp | 34.38%-13.1pp |
| Employer contribution / active EE | $9,238 | $1,898+386.6% | $4,164+121.9% | $2,637+250.3% |
| Participant deferral / active EE | $12,960 | $3,221+302.4% | $4,080+217.7% | $4,528+186.2% |
| Admin fee / account holder | -$156 | $382-140.8% | $5,644-102.8% | $348-144.8% |