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 | $47,361 |
FTB ADVISORS, INC.2 years Filed as: FTB ADVISOR INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $36,872 |
ELLIS BENEFITS GROUP, INC.2 years Filed as: ELLIS BENEFITS GROUP, INC Service code 13 · EIN 62-1417683 | Contract Administrator | $9,692 |
EVANS PETREE4 years Service code 29 · EIN 62-0998330 | Legal | $5,548 |
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 | $25,628 | $51,288-50.0% | $81,983-68.7% | $73,409-65.1% |
| Participation rate | 97.2% | 64.0%+33.2pp | 69.2%+27.9pp | 72.2%+25.0pp |
| Annual return | 17.83% | 29.48%-11.7pp | 41.31%-23.5pp | 59.29%-41.5pp |
| Employer contribution / active EE | $3,437 | $1,487+131.2% | $2,498+37.6% | $2,234+53.9% |
| Participant deferral / active EE | $3,785 | $2,715+39.4% | $3,722+1.7% | $3,805-0.5% |
| Admin fee / account holder | $254 | $125+103.1% | $5,664-95.5% | $158+61.2% |