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 | $45,213 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN EDWARDS Service code 10 · EIN 54-0504608 | Accounting | $15,450 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $15,210 |
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 | $48,412 | $60,323-19.7% | $81,812-40.8% | $74,495-35.0% |
| Participation rate | 94.1% | 62.9%+31.2pp | 72.3%+21.7pp | 67.2%+26.9pp |
| Annual return | 16.03% | 16.90%-0.9pp | 773.79%-757.8pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,865 | $2,620-28.8% | $2,912-35.9% | $2,623-28.9% |
| Participant deferral / active EE | $4,860 | $3,387+43.5% | $4,319+12.5% | $4,346+11.8% |
| Admin fee / account holder | $430 | $1,486-71.0% | $7,386-94.2% | $1,942-77.8% |