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 | $52,731 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,522 | $43,504+25.3% | $68,793-20.7% | $56,287-3.1% |
| Participation rate | 99.2% | 67.8%+31.4pp | 72.2%+27.0pp | 69.9%+29.3pp |
| Annual return | 8.85% | -3.15%+12.0pp | -4.63%+13.5pp | -9.96%+18.8pp |
| Employer contribution / active EE | $2,970 | $1,525+94.7% | $2,625+13.1% | $2,111+40.7% |
| Participant deferral / active EE | $3,291 | $2,509+31.2% | $3,311-0.6% | $3,350-1.7% |
| Admin fee / account holder | $394 | $515-23.6% | $5,131-92.3% | $521-24.5% |