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 | $46,350 |
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 | $46,981 | $50,385-6.8% | $75,670-37.9% | $62,292-24.6% |
| Participation rate | 94.0% | 67.7%+26.3pp | 72.3%+21.7pp | 69.5%+24.5pp |
| Annual return | 12.81% | 19.90%-7.1pp | 27.34%-14.5pp | 28.90%-16.1pp |
| Employer contribution / active EE | $2,566 | $1,537+66.9% | $2,352+9.1% | $2,042+25.7% |
| Participant deferral / active EE | $2,785 | $2,445+13.9% | $3,142-11.4% | $3,169-12.1% |
| Admin fee / account holder | $348 | $384-9.3% | $5,800-94.0% | $479-27.3% |