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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $140,837 |
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 | $241,408 | $122,693+96.8% | $184,203+31.1% | $199,593+21.0% |
| Participation rate | 97.5% | 86.8%+10.7pp | 86.8%+10.7pp | 72.0%+25.5pp |
| Annual return | 14.25% | 143.91%-129.7pp | 28.81%-14.6pp | 34.25%-20.0pp |
| Employer contribution / active EE | $2,856 | $4,584-37.7% | $6,427-55.6% | $3,034-5.9% |
| Participant deferral / active EE | $10,221 | $7,990+27.9% | $9,131+11.9% | $5,087+100.9% |
| Admin fee / account holder | $35 | $121-71.2% | $13,901-99.8% | $269-87.1% |