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 | $355,119 |
Service code 27 · EIN 26-3521867 | Advisory (Plan) | $47,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,178 | $51,728-12.7% | $80,716-44.0% | $106,520-57.6% |
| Participation rate | 29.2% | 33.9%-4.7pp | 54.2%-25.0pp | 71.3%-42.1pp |
| Annual return | 13.17% | 32.29%-19.1pp | 87.28%-74.1pp | 19.28%-6.1pp |
| Employer contribution / active EE | $322 | $460-30.0% | $1,160-72.3% | $2,840-88.7% |
| Participant deferral / active EE | $964 | $1,076-10.5% | $2,146-55.1% | $4,948-80.5% |
| Admin fee / account holder | $81 | $80+1.1% | $3,380-97.6% | $75+9.0% |