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 | $73,777 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,156 | $69,515+176.4% | $86,874+121.2% | $85,850+123.8% |
| Participation rate | 94.7% | 66.3%+28.4pp | 71.6%+23.1pp | 69.3%+25.4pp |
| Annual return | 19.59% | 20.12%-0.5pp | 63.52%-43.9pp | 318.53%-298.9pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,237 | $2,919+182.2% | $3,699+122.7% | $3,952+108.4% |
| Admin fee / account holder | $683 | $5,972-88.6% | $5,828-88.3% | $6,260-89.1% |