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) | $31,853 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 13 · EIN 16-1503696 | Contract Administrator | $17,331 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,492 | $46,292-62.2% | $143,757-87.8% | $64,808-73.0% |
| Participation rate | 94.5% | 64.2%+30.3pp | 80.3%+14.2pp | 71.5%+23.0pp |
| Annual return | -16.40% | -10.05%-6.4pp | -0.04%-16.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $966 | $1,910-49.4% | $4,951-80.5% | $2,506-61.4% |
| Participant deferral / active EE | $1,584 | $2,646-40.1% | $5,637-71.9% | $4,310-63.3% |
| Admin fee / account holder | $137 | $154-11.1% | $14,673-99.1% | $188-27.2% |