Filed April 29, 1996 (most recent of 2 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 42-0127290 | Contract Administrator | $44,166 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $43,342 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,191 | $78,485+9.8% | $106,213-18.9% | $74,495+15.7% |
| Participation rate | 92.0% | 72.8%+19.1pp | 75.3%+16.7pp | 67.2%+24.8pp |
| Annual return | 12.53% | 15.95%-3.4pp | 116.14%-103.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $961 | $2,523-61.9% | $3,171-69.7% | $2,623-63.3% |
| Participant deferral / active EE | $4,850 | $4,322+12.2% | $5,016-3.3% | $4,346+11.6% |
| Admin fee / account holder | $333 | $2,232-85.1% | $11,033-97.0% | $1,942-82.9% |