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 | $53,112 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $17,742 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN EDWARDS Service code 10 · EIN 54-0504608 | Accounting | $16,375 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $60,916 | $56,317+8.2% | $71,209-14.5% | $74,304-18.0% |
| Participation rate | 94.9% | 55.1%+39.8pp | 73.8%+21.2pp | 60.3%+34.6pp |
| Annual return | 22.71% | 42.83%-20.1pp | 282.51%-259.8pp | 29.43%-6.7pp |
| Employer contribution / active EE | $1,916 | $2,160-11.3% | $2,721-29.6% | $2,241-14.5% |
| Participant deferral / active EE | $4,901 | $2,788+75.8% | $4,175+17.4% | $3,767+30.1% |
| Admin fee / account holder | $483 | $2,290-78.9% | $5,349-91.0% | $2,969-83.7% |