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) | $34,956 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 13 · EIN 16-1503696 | Contract Administrator | $18,954 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,929 | $47,126-57.7% | $149,673-86.7% | $74,419-73.2% |
| Participation rate | 94.9% | 63.4%+31.5pp | 78.8%+16.1pp | 70.7%+24.1pp |
| Annual return | 15.26% | 22.75%-7.5pp | 134.42%-119.2pp | 34.38%-19.1pp |
| Employer contribution / active EE | $913 | $1,905-52.1% | $4,818-81.1% | $2,637-65.4% |
| Participant deferral / active EE | $1,584 | $2,728-41.9% | $5,680-72.1% | $4,528-65.0% |
| Admin fee / account holder | $138 | $343-59.8% | $13,210-99.0% | $348-60.4% |