Filed October 16, 1995 (most recent of 2 filings on file)
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 41-0417830 | Contract Administrator | $10,684 |
RSM US LLP1 year Filed as: RMS US LLP Service code 10 · EIN 42-0714325 | Accounting | $8,400 |
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Rec... | $5,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,606 | $135,489-49.4% | $146,665-53.2% | - |
| Participation rate | 95.2% | 76.3%+18.9pp | 80.1%+15.1pp | - |
| Annual return | 13.79% | 13.52%+0.3pp | 22.74%-9.0pp | - |
| Employer contribution / active EE | $1,832 | $2,259-18.9% | $4,136-55.7% | - |
| Participant deferral / active EE | $4,869 | $3,661+33.0% | $5,506-11.6% | - |
| Admin fee / account holder | $70 | $5,216-98.7% | $10,280-99.3% | - |