Filed March 6, 1995
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 37 · EIN 04-2647786 | Loan Processing | $11,787 |
Filed as: NA FALCONE & ASSOCIATES INC Service code 16 · EIN 23-2773128 | Consulting | $5,681 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,971 | $81,248+221.2% | $155,509+67.8% | $80,856+222.8% |
| Participation rate | 76.0% | 66.2%+9.8pp | 78.2%-2.1pp | 67.6%+8.4pp |
| Annual return | 13.30% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $11,335 | $3,100+265.6% | $4,672+142.6% | $2,755+311.5% |
| Participant deferral / active EE | $3,721 | $3,452+7.8% | $5,626-33.9% | $4,296-13.4% |
| Admin fee / account holder | $1,096 | $7,997-86.3% | $15,912-93.1% | $6,918-84.2% |