Filed February 25, 1992
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 | $49,170 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,150 | $188,991-2.6% | $103,476+78.0% | $199,593-7.7% |
| Participation rate | 96.8% | 93.2%+3.6pp | 80.5%+16.3pp | 72.0%+24.8pp |
| Annual return | 12.75% | 15.75%-3.0pp | 23.90%-11.2pp | 34.25%-21.5pp |
| Employer contribution / active EE | $5,750 | $6,583-12.7% | $4,672+23.1% | $3,034+89.5% |
| Participant deferral / active EE | $10,924 | $10,334+5.7% | $6,623+64.9% | $5,087+114.7% |
| Admin fee / account holder | $40 | $114-65.2% | $9,413-99.6% | $269-85.2% |