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 | $1,533,428 |
Filed as: THOMSON REUTERS-WEST Service code 13 · EIN 41-1426973 | Contract Administrator | $14,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,437 | $45,365-32.9% | $58,482-48.0% | $96,393-68.4% |
| Participation rate | 15.4% | 30.9%-15.5pp | 50.9%-35.5pp | 71.3%-55.9pp |
| Annual return | 6.04% | 20.48%-14.4pp | 4239.32%-4233.3pp | 22.88%-16.8pp |
| Employer contribution / active EE | $261 | $584-55.4% | $1,053-75.3% | $3,238-92.0% |
| Participant deferral / active EE | $415 | $1,304-68.2% | $1,924-78.4% | $5,455-92.4% |
| Admin fee / account holder | $40 | $74-46.5% | $2,516-98.4% | $74-46.2% |