Filed August 1, 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 | $25,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,875 | $111,491-5.0% | $189,513-44.1% | $86,799+22.0% |
| Participation rate | 27.2% | 87.3%-60.1pp | 87.8%-60.6pp | 72.3%-45.1pp |
| Annual return | 14.82% | 83.50%-68.7pp | 555.15%-540.3pp | 97.91%-83.1pp |
| Employer contribution / active EE | $0 | $3,951-100.0% | $6,162-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,516 | $6,437-60.9% | $8,221-69.4% | $4,131-39.1% |
| Admin fee / account holder | $79 | $189-58.2% | $12,045-99.3% | $170-53.5% |