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 | $32,283 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,685 | $130,194-25.7% | $169,993-43.1% | $71,457+35.3% |
| Participation rate | 95.2% | 86.1%+9.1pp | 87.0%+8.2pp | 67.9%+27.3pp |
| Annual return | 15.13% | 20.37%-5.2pp | 53.37%-38.2pp | 28.85%-13.7pp |
| Employer contribution / active EE | $4,461 | $4,381+1.8% | $6,785-34.3% | $2,588+72.4% |
| Participant deferral / active EE | $4,345 | $6,923-37.2% | $10,408-58.3% | $4,289+1.3% |
| Admin fee / account holder | $115 | $966-88.1% | $12,815-99.1% | $1,587-92.8% |