Filed October 16, 1992
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,641 |
RUBINBROWN LLP1 year Service code 10 · EIN 43-1755727 | Accounting | $11,151 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,774 | $86,929+72.3% | $102,423+46.2% | $80,856+85.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 8.16% | 18.88%-10.7pp | 29.32%-21.2pp | 35.59%-27.4pp |
| Employer contribution / active EE | $2,558 | $2,369+8.0% | $3,023-15.4% | $2,755-7.1% |
| Participant deferral / active EE | $5,932 | $4,118+44.0% | $5,053+17.4% | $4,296+38.1% |
| Admin fee / account holder | $311 | $8,049-96.1% | $9,451-96.7% | $6,918-95.5% |