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 | $386,643 |
Service code 16 · EIN 26-3521867 | Consulting | $28,500 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,813 | $41,203-15.5% | $61,373-43.3% | $89,394-61.1% |
| Participation rate | 28.8% | 35.4%-6.6pp | 52.6%-23.8pp | 71.3%-42.5pp |
| Annual return | -15.05% | -14.63%-0.4pp | 338.61%-353.7pp | -11.89%-3.2pp |
| Employer contribution / active EE | $388 | $603-35.6% | $1,159-66.5% | $3,022-87.2% |
| Participant deferral / active EE | $1,075 | $1,367-21.4% | $2,125-49.4% | $5,123-79.0% |
| Admin fee / account holder | $79 | $74+7.2% | $2,130-96.3% | $79-0.6% |