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 | $73,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,480 | $46,966-52.1% | $185,117-87.9% | $69,631-67.7% |
| Participation rate | 95.7% | 65.3%+30.4pp | 77.3%+18.4pp | 70.7%+25.0pp |
| Annual return | 17.92% | 22.36%-4.4pp | 40.50%-22.6pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $1,034 | $1,360-24.0% | $4,182-75.3% | $2,032-49.1% |
| Participant deferral / active EE | $3,333 | $3,017+10.5% | $5,045-33.9% | $3,224+3.4% |
| Admin fee / account holder | $157 | $94+67.2% | $8,159-98.1% | $110+42.0% |