Filed November 1, 1995
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 7-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 | $25,579 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,932 | $99,078-29.4% | $96,544-27.6% | $74,419-6.0% |
| Participation rate | 11.9% | 80.7%-68.7pp | 76.0%-64.0pp | 70.7%-58.8pp |
| Annual return | 22.66% | 22.48%+0.2pp | 25.84%-3.2pp | 34.38%-11.7pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $617 | $4,933-87.5% | $4,851-87.3% | $4,528-86.4% |
| Admin fee / account holder | $241 | $225+7.4% | $8,252-97.1% | $348-30.6% |