Filed July 31, 1995
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 | $214,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,932 | $39,973+19.9% | $79,550-39.7% | $77,904-38.5% |
| Participation rate | 45.6% | 64.6%-18.9pp | 69.5%-23.8pp | 73.7%-28.0pp |
| Annual return | -14.51% | 3.42%-17.9pp | 0.16%-14.7pp | 12.21%-26.7pp |
| Employer contribution / active EE | $223 | $1,088-79.5% | $2,413-90.8% | $2,848-92.2% |
| Participant deferral / active EE | $1,429 | $2,774-48.5% | $3,985-64.1% | $4,806-70.3% |
| Admin fee / account holder | $83 | $113-26.7% | $6,832-98.8% | $133-37.5% |