Filed November 5, 1993
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 | $35,356 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,654 | $39,973+29.2% | $79,550-35.1% | $77,904-33.7% |
| Participation rate | 98.6% | 64.6%+34.0pp | 69.5%+29.1pp | 73.7%+25.0pp |
| Annual return | -16.43% | 3.42%-19.9pp | 0.16%-16.6pp | 12.21%-28.6pp |
| Employer contribution / active EE | $3,531 | $1,088+224.6% | $2,413+46.3% | $2,848+24.0% |
| Participant deferral / active EE | $4,396 | $2,774+58.5% | $3,985+10.3% | $4,806-8.5% |
| Admin fee / account holder | $18 | $113-84.3% | $6,832-99.7% | $133-86.6% |