Filed December 23, 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 | $52,773 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,998 | $63,764+158.8% | $81,930+101.4% | $79,858+106.6% |
| Participation rate | 96.7% | 67.5%+29.2pp | 72.0%+24.7pp | 69.6%+27.0pp |
| Annual return | 13.17% | 22.66%-9.5pp | 29.49%-16.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,221 | $2,780+195.7% | $7,107+15.7% | $3,740+119.8% |
| Admin fee / account holder | $507 | $4,426-88.5% | $5,158-90.2% | $5,306-90.4% |