Filed June 9, 1999
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 10-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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICE Service code 15 · EIN 16-1503696 | Recordkeeping | $44,511 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,986 | $102,553-9.3% | $151,611-38.7% | $66,914+39.0% |
| Participation rate | 94.1% | 85.5%+8.6pp | 87.5%+6.6pp | 69.8%+24.3pp |
| Annual return | -15.05% | -10.82%-4.2pp | 3.33%-18.4pp | 1.58%-16.6pp |
| Employer contribution / active EE | $4,185 | $4,180+0.1% | $6,166-32.1% | $2,544+64.5% |
| Participant deferral / active EE | $4,214 | $6,641-36.5% | $8,363-49.6% | $4,237-0.5% |
| Admin fee / account holder | $160 | $630-74.6% | $11,616-98.6% | $593-73.0% |