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 | $26,194 |
BENNETT THRASHER LLP10+ years Filed as: BENNETT THRASHER Service code 10 · EIN 58-1683616 | Accounting | $12,955 |
HAZARD & SIEGEL INC10+ years Filed as: HAZARD & SIEGEL, INC. Service code 49 · EIN 16-0954584 | Other Services | $5,907 |
HAZARD & SIEGEL AGENCY LLC8 years Filed as: HAZARD & SIEGEL AGENCY, LLC Service code 49 · EIN 20-0044487 | Other Services | $3,321 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,681 | $88,890+38.0% | $102,423+19.8% | $77,643+58.0% |
| Participation rate | 55.5% | 80.9%-25.4pp | 76.5%-20.9pp | 70.6%-15.0pp |
| Annual return | 18.08% | 24.98%-6.9pp | 29.32%-11.2pp | 31.24%-13.2pp |
| Employer contribution / active EE | $3,485 | $2,698+29.2% | $3,023+15.3% | $2,726+27.8% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $61 | $235-74.1% | $9,451-99.4% | $430-85.9% |