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 | $24,383 |
HAZARD & SIEGEL INC9+ years Filed as: HAZARD & SIEGEL, INC. Service code 49 · EIN 16-0954584 | Other Services | $5,259 |
HAZARD & SIEGEL AGENCY LLC7 years Filed as: HAZARD & SIEGEL AGENCY, LLC Service code 49 · EIN 20-0044487 | Other Services | $2,608 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,553 | $99,078+8.6% | $96,544+11.4% | $74,419+44.5% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.0%-16.0pp | 70.7%-10.7pp |
| Annual return | 4.33% | 22.48%-18.2pp | 25.84%-21.5pp | 34.38%-30.0pp |
| Employer contribution / active EE | $3,174 | $2,570+23.5% | $2,965+7.1% | $2,637+20.4% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $71 | $225-68.4% | $8,252-99.1% | $348-79.6% |