Filed April 13, 1994 (most recent of 3 filings on file)
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 13 · EIN 06-1050034 | Contract Administrator | $311,626 |
Service code 16 · EIN 26-3521867 | Consulting | $57,736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,033 | $33,283+11.3% | $77,482-52.2% | $93,223-60.3% |
| Participation rate | 45.6% | 33.8%+11.8pp | 54.2%-8.6pp | 74.9%-29.3pp |
| Annual return | 14.34% | 16.24%-1.9pp | 54.79%-40.4pp | 19.29%-5.0pp |
| Employer contribution / active EE | $412 | $311+32.4% | $986-58.2% | $2,680-84.6% |
| Participant deferral / active EE | $1,449 | $886+63.5% | $1,861-22.2% | $4,563-68.2% |
| Admin fee / account holder | $68 | $97-29.5% | $2,858-97.6% | $79-13.6% |