Filed February 12, 1996
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 | $26,031 |
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 | $111,364 | $65,435+70.2% | $86,677+28.5% | $66,914+66.4% |
| Participation rate | 99.4% | 75.5%+24.0pp | 76.6%+22.9pp | 69.8%+29.6pp |
| Annual return | -17.66% | -10.89%-6.8pp | 35.91%-53.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,245 | $4,100+3.5% | $4,656-8.8% | $4,237+0.2% |
| Admin fee / account holder | $121 | $642-81.1% | $7,493-98.4% | $593-79.6% |