Filed August 14, 1992
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 | $8,596 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $450,758 | $58,264+673.7% | $86,612+420.4% | $71,457+530.8% |
| Participation rate | 99.1% | 65.0%+34.1pp | 71.7%+27.4pp | 67.9%+31.1pp |
| Annual return | 16.08% | 21.63%-5.6pp | 591.07%-575.0pp | 28.85%-12.8pp |
| Employer contribution / active EE | $19,691 | $2,574+665.0% | $3,022+551.5% | $2,588+661.0% |
| Participant deferral / active EE | $18,158 | $3,436+428.5% | $4,438+309.2% | $4,289+323.4% |
| Admin fee / account holder | $598 | $1,057-43.4% | $5,614-89.3% | $1,587-62.3% |