Filed July 1, 1996
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 8-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 26 · EIN 45-3764090 | Advisory (Participants) | $25,735 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 13 · EIN 16-1503696 | Contract Administrator | $13,988 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,521 | $52,293-68.4% | $178,490-90.7% | $73,409-77.5% |
| Participation rate | 91.2% | 65.3%+25.8pp | 81.9%+9.2pp | 72.2%+19.0pp |
| Annual return | 13.27% | 34.75%-21.5pp | 151.07%-137.8pp | 59.29%-46.0pp |
| Employer contribution / active EE | $798 | $1,735-54.0% | $5,011-84.1% | $2,234-64.3% |
| Participant deferral / active EE | $1,366 | $2,332-41.4% | $5,202-73.7% | $3,805-64.1% |
| Admin fee / account holder | $107 | $127-16.2% | $13,984-99.2% | $158-32.4% |