Filed January 24, 1999
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 | $36,850 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN EDWARDS Service code 10 · EIN 54-0504608 | Accounting | $17,999 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 49 · EIN 93-0987232 | Other Services | $9,290 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,067 | $58,264-27.8% | $86,612-51.4% | $71,457-41.1% |
| Participation rate | 93.2% | 65.0%+28.2pp | 71.7%+21.5pp | 67.9%+25.3pp |
| Annual return | 16.51% | 21.63%-5.1pp | 591.07%-574.6pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,524 | $2,574-40.8% | $3,022-49.6% | $2,588-41.1% |
| Participant deferral / active EE | $4,209 | $3,436+22.5% | $4,438-5.2% | $4,289-1.9% |
| Admin fee / account holder | $389 | $1,057-63.2% | $5,614-93.1% | $1,587-75.5% |