Filed March 29, 1
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 |
|---|---|---|
THE STANDARD1 year Service code 13 · EIN 25-1838406 | Contract Administrator | $38,090 |
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 | $200,227 | $112,686+77.7% | $169,993+17.8% | $80,160+149.8% |
| Participation rate | 96.6% | 87.4%+9.2pp | 87.0%+9.6pp | 72.9%+23.7pp |
| Annual return | 18.70% | 67.04%-48.3pp | 53.37%-34.7pp | 40.38%-21.7pp |
| Employer contribution / active EE | $3,445 | $4,481-23.1% | $6,785-49.2% | $2,978+15.7% |
| Participant deferral / active EE | $10,269 | $7,876+30.4% | $10,408-1.3% | $5,017+104.7% |
| Admin fee / account holder | $8 | $99-91.6% | $12,815-99.9% | $145-94.3% |