Filed May 13, 1996
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 | $1,241,647 |
Filed as: THOMSON REUTERS ENTERPRISES Service code 13 · EIN 41-1426973 | Contract Administrator | $13,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,146 | $41,203-29.3% | $61,373-52.5% | $89,394-67.4% |
| Participation rate | 15.5% | 35.4%-19.9pp | 52.6%-37.1pp | 71.3%-55.8pp |
| Annual return | -6.60% | -14.63%+8.0pp | 338.61%-345.2pp | -11.89%+5.3pp |
| Employer contribution / active EE | $348 | $603-42.3% | $1,159-70.0% | $3,022-88.5% |
| Participant deferral / active EE | $413 | $1,367-69.8% | $2,125-80.5% | $5,123-91.9% |
| Admin fee / account holder | $34 | $74-54.3% | $2,130-98.4% | $79-57.7% |