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 | $88,610 |
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 | $38,011 | $50,458-24.7% | $159,960-76.2% | $64,808-41.3% |
| Participation rate | 95.9% | 68.0%+27.9pp | 78.0%+17.9pp | 71.5%+24.4pp |
| Annual return | -16.61% | -13.42%-3.2pp | 408.60%-425.2pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,911 | $1,722+11.0% | $4,226-54.8% | $2,506-23.7% |
| Participant deferral / active EE | $4,611 | $4,004+15.2% | $6,182-25.4% | $4,310+7.0% |
| Admin fee / account holder | $171 | $706-75.8% | $8,698-98.0% | $188-9.1% |