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 | $29,113 |
BENNETT THRASHER LLP5+ years Filed as: BENNETT THRASHER Service code 10 · EIN 58-1683616 | Accounting | $9,300 |
HAZARD & SIEGEL INC5+ years Filed as: HAZARD & SIEGEL, INC. Service code 49 · EIN 16-0954584 | Other Services | $3,987 |
HAZARD & SIEGEL AGENCY LLC3 years Service code 49 | Other Services | $1,978 |
HAZARD & SIEGEL AGENCY LLC3 years Filed as: HAZARD & SIEGEL AGENCY, LLC Service code 49 · EIN 20-0044877 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,246 | $73,404+77.4% | $87,100+49.5% | $67,579+92.7% |
| Participation rate | 56.2% | 80.9%-24.6pp | 76.9%-20.7pp | 71.3%-15.1pp |
| Annual return | 8.44% | 48.29%-39.8pp | 28.19%-19.7pp | 378.56%-370.1pp |
| Employer contribution / active EE | $2,841 | $2,014+41.1% | $2,521+12.7% | $2,148+32.3% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $94 | $142-33.6% | $7,497-98.7% | $142-33.9% |