Filed June 10, 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 | $117,388 |
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 | $21,079 | $44,626-52.8% | $86,188-75.5% | $80,160-73.7% |
| Participation rate | 97.1% | 63.5%+33.6pp | 69.0%+28.2pp | 72.9%+24.2pp |
| Annual return | 55.66% | 19.61%+36.0pp | 1168.45%-1112.8pp | 40.38%+15.3pp |
| Employer contribution / active EE | $2,686 | $1,099+144.4% | $2,380+12.8% | $2,978-9.8% |
| Participant deferral / active EE | $3,879 | $2,769+40.1% | $3,985-2.7% | $5,017-22.7% |
| Admin fee / account holder | $64 | $133-51.8% | $6,852-99.1% | $145-55.7% |