Filed December 2, 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 | $103,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,339 | $36,939+55.2% | $80,716-29.0% | $93,030-38.4% |
| Participation rate | 26.2% | 32.6%-6.3pp | 54.2%-27.9pp | 73.9%-47.7pp |
| Annual return | 16.34% | 17.55%-1.2pp | 87.28%-70.9pp | 158.70%-142.4pp |
| Employer contribution / active EE | $488 | $455+7.3% | $1,160-57.9% | $2,706-82.0% |
| Participant deferral / active EE | $994 | $1,044-4.8% | $2,146-53.7% | $4,562-78.2% |
| Admin fee / account holder | $136 | $162-15.7% | $3,380-96.0% | $152-10.2% |