Filed December 29, 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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $42,909 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,916 | $46,072-11.2% | $70,014-41.6% | $55,167-25.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 0.21% | 8.68%-8.5pp | 12.99%-12.8pp | 169.23%-169.0pp |
| Employer contribution / active EE | $2,773 | $1,500+84.8% | $2,338+18.6% | $1,963+41.3% |
| Participant deferral / active EE | $2,962 | $2,344+26.4% | $2,931+1.1% | $3,054-3.0% |
| Admin fee / account holder | $338 | $428-21.0% | $4,380-92.3% | $504-32.9% |