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 | $74,460 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,806 | $54,229+255.5% | $70,092+175.1% | $68,494+181.5% |
| Participation rate | 97.8% | 64.5%+33.3pp | 70.5%+27.3pp | 67.9%+29.9pp |
| Annual return | -4.54% | -13.87%+9.3pp | 190.73%-195.3pp | -7.84%+3.3pp |
| Employer contribution / active EE | $5,799 | $2,018+187.3% | $2,559+126.6% | $2,596+123.3% |
| Participant deferral / active EE | $8,870 | $2,956+200.1% | $3,849+130.5% | $4,027+120.3% |
| Admin fee / account holder | $696 | $4,694-85.2% | $6,267-88.9% | $5,403-87.1% |