Filed February 13, 1996
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 5-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 06-1050034 | Contract Administrator | $156,204 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $21,320 |
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 | $138,666 | $118,337+17.2% | $189,513-26.8% | $93,030+49.1% |
| Participation rate | 97.3% | 89.1%+8.3pp | 87.8%+9.5pp | 73.9%+23.4pp |
| Annual return | 14.10% | 21.77%-7.7pp | 555.15%-541.0pp | 158.70%-144.6pp |
| Employer contribution / active EE | $5,918 | $4,204+40.8% | $6,162-4.0% | $2,706+118.7% |
| Participant deferral / active EE | $8,772 | $7,123+23.2% | $8,221+6.7% | $4,562+92.3% |
| Admin fee / account holder | $86 | $100-13.4% | $12,045-99.3% | $152-43.1% |