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) | $42,388 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 13 · EIN 16-1503696 | Contract Administrator | $29,072 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,290 | $50,982-54.3% | $154,803-85.0% | $85,563-72.8% |
| Participation rate | 91.5% | 59.8%+31.7pp | 78.1%+13.4pp | 66.0%+25.5pp |
| Annual return | 13.62% | 30.35%-16.7pp | 58.88%-45.3pp | 31.51%-17.9pp |
| Employer contribution / active EE | $944 | $1,708-44.8% | $4,305-78.1% | $2,654-64.4% |
| Participant deferral / active EE | $1,765 | $2,474-28.6% | $5,540-68.1% | $4,375-59.7% |
| Admin fee / account holder | $165 | $846-80.5% | $14,329-98.8% | $834-80.2% |