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 | $25,366 |
BENNETT THRASHER LLP8+ years Filed as: BENNETT THRASHER Service code 10 · EIN 58-1683616 | Accounting | $10,691 |
HAZARD & SIEGEL INC8+ years Filed as: HAZARD & SIEGEL, INC. Service code 49 · EIN 16-0954584 | Other Services | $5,132 |
HAZARD & SIEGEL AGENCY LLC6 years Filed as: HAZARD & SIEGEL AGENCY, LLC Service code 49 · EIN 20-0044487 | Other Services | $2,759 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,334 | $72,254+41.6% | $86,677+18.1% | $64,808+57.9% |
| Participation rate | 65.0% | 80.4%-15.4pp | 76.6%-11.6pp | 71.5%-6.5pp |
| Annual return | -0.04% | 392.42%-392.5pp | 35.91%-35.9pp | 32.82%-32.9pp |
| Employer contribution / active EE | $2,618 | $2,393+9.4% | $2,836-7.7% | $2,506+4.5% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $48 | $174-72.1% | $7,493-99.4% | $188-74.2% |