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 | $79,602 |
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 | $219,971 | $59,101+272.2% | $77,163+185.1% | $75,163+192.7% |
| Participation rate | 95.5% | 63.9%+31.6pp | 69.6%+25.9pp | 67.2%+28.3pp |
| Annual return | 21.00% | 26.71%-5.7pp | 37.87%-16.9pp | 160.62%-139.6pp |
| Employer contribution / active EE | $5,833 | $1,995+192.3% | $2,535+130.1% | $2,670+118.5% |
| Participant deferral / active EE | $9,150 | $2,999+205.1% | $3,833+138.7% | $4,125+121.8% |
| Admin fee / account holder | $796 | $4,774-83.3% | $5,472-85.5% | $5,651-85.9% |