Filed October 24, 1994
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 | $36,100 |
FTB ADVISORS, INC.1 year Filed as: FTB ADVISOR INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $26,759 |
Filed as: ELLIS BENEFITS GROUP, INC Service code 13 · EIN 62-1417683 | Contract Administrator | $8,988 |
Filed as: BANKS, FINLEY, WHITE Service code 10 · EIN 62-1145254 | Accounting | $7,957 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,356 | $46,423-58.3% | $75,886-74.5% | $67,579-71.4% |
| Participation rate | 91.7% | 63.1%+28.6pp | 69.3%+22.4pp | 71.3%+20.4pp |
| Annual return | 23.32% | 32.29%-9.0pp | 30.76%-7.4pp | 378.56%-355.2pp |
| Employer contribution / active EE | $2,988 | $1,406+112.5% | $2,500+19.5% | $2,148+39.1% |
| Participant deferral / active EE | $3,526 | $2,564+37.5% | $3,603-2.1% | $3,539-0.4% |
| Admin fee / account holder | $235 | $132+78.5% | $5,418-95.7% | $142+65.3% |