Filed August 28, 1
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 | $270,337 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,501 | $110,299+50.0% | $102,423+61.6% | $199,593-17.1% |
| Participation rate | 93.4% | 86.3%+7.1pp | 76.5%+16.9pp | 72.0%+21.4pp |
| Annual return | 16.21% | 35.73%-19.5pp | 29.32%-13.1pp | 34.25%-18.0pp |
| Employer contribution / active EE | $2,442 | $3,603-32.2% | $3,023-19.2% | $3,034-19.5% |
| Participant deferral / active EE | $8,228 | $6,376+29.1% | $5,053+62.8% | $5,087+61.8% |
| Admin fee / account holder | $101 | $122-17.3% | $9,451-98.9% | $269-62.4% |