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) | $42,095 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 13 · EIN 16-1503696 | Contract Administrator | $24,941 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,049 | $50,815-56.6% | $155,509-85.8% | $77,643-71.6% |
| Participation rate | 91.3% | 63.1%+28.2pp | 78.2%+13.1pp | 70.6%+20.8pp |
| Annual return | 12.17% | 34.80%-22.6pp | 64.67%-52.5pp | 31.24%-19.1pp |
| Employer contribution / active EE | $920 | $1,993-53.8% | $4,672-80.3% | $2,726-66.2% |
| Participant deferral / active EE | $1,634 | $2,822-42.1% | $5,626-71.0% | $4,647-64.9% |
| Admin fee / account holder | $170 | $437-61.0% | $15,912-98.9% | $430-60.5% |