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 | $96,165 |
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 | $35,696 | $56,152-36.4% | $185,823-80.8% | $73,409-51.4% |
| Participation rate | 96.9% | 67.6%+29.4pp | 78.0%+18.9pp | 72.2%+24.8pp |
| Annual return | 16.43% | 17.59%-1.2pp | 35.95%-19.5pp | 59.29%-42.9pp |
| Employer contribution / active EE | $1,504 | $1,532-1.8% | $4,087-63.2% | $2,234-32.7% |
| Participant deferral / active EE | $4,112 | $3,659+12.4% | $5,632-27.0% | $3,805+8.1% |
| Admin fee / account holder | $192 | $132+45.7% | $9,500-98.0% | $158+21.8% |