Filed December 28, 1992
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 | $12,492 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,254 | $42,582-64.2% | $171,082-91.1% | $57,658-73.5% |
| Participation rate | 93.6% | 63.9%+29.7pp | 76.7%+16.9pp | 70.2%+23.3pp |
| Annual return | 10.61% | 308.67%-298.1pp | 32.56%-21.9pp | 5.13%+5.5pp |
| Employer contribution / active EE | $876 | $1,306-32.9% | $4,002-78.1% | $1,974-55.6% |
| Participant deferral / active EE | $2,723 | $2,933-7.2% | $4,797-43.2% | $3,061-11.0% |
| Admin fee / account holder | $58 | $82-29.4% | $8,520-99.3% | $95-38.5% |