Filed August 17, 1989
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 | $535,683 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,830 | $118,464-29.2% | $96,544-13.2% | $103,482-19.0% |
| Participation rate | 91.1% | 89.0%+2.1pp | 76.0%+15.1pp | 73.3%+17.8pp |
| Annual return | 18.35% | 18.79%-0.4pp | 25.84%-7.5pp | 33.11%-14.8pp |
| Employer contribution / active EE | $2,991 | $4,210-29.0% | $2,965+0.9% | $3,208-6.8% |
| Participant deferral / active EE | $6,073 | $7,277-16.6% | $4,851+25.2% | $5,207+16.6% |
| Admin fee / account holder | $48 | $81-40.8% | $8,252-99.4% | $114-57.9% |