Filed February 27, 1997
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 |
|---|---|---|
DR ADVISORY SERVICES6 years Service code 26 · EIN 20-5173405 | Advisory (Participants) | $22,928 |
BENEFIT CONSULTANTS GROUP6 years Service code 15 · EIN 23-2383285 | Recordkeeping | $15,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,083 | $64,119-26.6% | $112,228-58.0% | $66,914-29.6% |
| Participation rate | 51.6% | 68.5%-16.8pp | 75.1%-23.4pp | 69.8%-18.2pp |
| Annual return | -16.15% | -13.81%-2.3pp | 27.45%-43.6pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,219 | $3,005-59.4% | $3,635-66.5% | $2,544-52.1% |
| Participant deferral / active EE | $3,493 | $3,693-5.4% | $4,728-26.1% | $4,237-17.6% |
| Admin fee / account holder | $311 | $625-50.3% | $6,410-95.2% | $593-47.6% |