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 | $127,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,117 | $30,147+89.5% | $58,482-2.3% | $80,160-28.7% |
| Participation rate | 24.7% | 34.4%-9.7pp | 50.9%-26.2pp | 72.9%-48.2pp |
| Annual return | 14.10% | 21.97%-7.9pp | 4239.32%-4225.2pp | 40.38%-26.3pp |
| Employer contribution / active EE | $567 | $528+7.5% | $1,053-46.1% | $2,978-80.9% |
| Participant deferral / active EE | $1,251 | $1,249+0.1% | $1,924-35.0% | $5,017-75.1% |
| Admin fee / account holder | $80 | $195-59.0% | $2,516-96.8% | $145-45.0% |