Filed August 10, 1995 (most recent of 2 filings on file)
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 8-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 | $78,173 |
FTB ADVISORS, INC.4 years Filed as: FTB ADVISOR INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $36,744 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $5,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,295 | $82,972-55.1% | $103,374-63.9% | $77,671-52.0% |
| Participation rate | 20.5% | 71.5%-51.1pp | 74.5%-54.0pp | 70.6%-50.1pp |
| Annual return | 13.49% | 19.14%-5.6pp | 24.89%-11.4pp | 31.21%-17.7pp |
| Employer contribution / active EE | $644 | $3,554-81.9% | $3,869-83.4% | $2,726-76.4% |
| Participant deferral / active EE | $1,430 | $4,108-65.2% | $5,058-71.7% | $4,648-69.2% |
| Admin fee / account holder | $415 | $639-35.1% | $8,394-95.1% | $430-3.7% |