Filed September 21, 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 | $24,976 |
BENNETT THRASHER LLP4+ years Filed as: BENNETT THRASHER Service code 10 · EIN 58-1683616 | Accounting | $9,300 |
HAZARD & SIEGEL INC4+ years Filed as: HAZARD & SIEGEL, INC. Service code 49 · EIN 16-0954584 | Other Services | $4,303 |
HAZARD & SIEGEL AGENCY LLC2 years Service code 49 | Other Services | $2,061 |
HAZARD & SIEGEL AGENCY LLC2 years Filed as: HAZARD & SIEGEL AGENCY, LLC Service code 49 · EIN 20-0044877 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $130,230 | $65,118+100.0% | $76,768+69.6% | $55,725+133.7% |
| Participation rate | 57.0% | 79.6%-22.6pp | 77.0%-20.0pp | 70.9%-13.9pp |
| Annual return | 5.99% | -1.27%+7.3pp | 2.43%+3.6pp | 244.93%-238.9pp |
| Employer contribution / active EE | $3,600 | $1,941+85.5% | $2,485+44.9% | $2,078+73.2% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $107 | $116-7.8% | $6,675-98.4% | $115-7.3% |