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 | $83,227 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,260 | $42,810-48.0% | $169,463-86.9% | $55,725-60.1% |
| Participation rate | 97.6% | 64.7%+32.9pp | 77.8%+19.8pp | 70.9%+26.8pp |
| Annual return | -8.37% | -3.61%-4.8pp | 1.83%-10.2pp | 244.93%-253.3pp |
| Employer contribution / active EE | $1,605 | $1,402+14.5% | $4,159-61.4% | $2,078-22.8% |
| Participant deferral / active EE | $3,562 | $3,141+13.4% | $5,277-32.5% | $3,356+6.1% |
| Admin fee / account holder | $169 | $106+58.5% | $9,109-98.1% | $115+46.6% |