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 | $122,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,569 | $26,906+84.2% | $61,373-19.2% | $77,904-36.4% |
| Participation rate | 23.3% | 33.4%-10.2pp | 52.6%-29.3pp | 73.7%-50.4pp |
| Annual return | -12.60% | -14.46%+1.9pp | 338.61%-351.2pp | 12.21%-24.8pp |
| Employer contribution / active EE | $901 | $521+72.9% | $1,159-22.3% | $2,848-68.4% |
| Participant deferral / active EE | $1,099 | $1,180-6.9% | $2,125-48.3% | $4,806-77.1% |
| Admin fee / account holder | $78 | $117-33.1% | $2,130-96.3% | $133-41.0% |