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 | $1,466,951 |
THOMSON HORSTMANN & BRYANT2 years Filed as: THOMSON REUTERS-WEST Service code 13 · EIN 41-1426973 | Contract Administrator | $24,339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,337 | $47,385-29.6% | $56,411-40.9% | $106,382-68.7% |
| Participation rate | 16.0% | 33.2%-17.2pp | 52.5%-36.5pp | 69.9%-53.9pp |
| Annual return | 15.43% | 17.29%-1.9pp | 1701.33%-1685.9pp | 17.37%-1.9pp |
| Employer contribution / active EE | $302 | $623-51.6% | $1,039-70.9% | $3,364-91.0% |
| Participant deferral / active EE | $427 | $1,440-70.4% | $1,952-78.1% | $5,569-92.3% |
| Admin fee / account holder | $36 | $78-53.7% | $2,829-98.7% | $79-54.3% |