Filed September 30, 1994
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.
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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 | $22,739 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,634 | $129,095-24.4% | $184,200-47.0% | $77,671+25.7% |
| Participation rate | 97.1% | 87.3%+9.7pp | 86.8%+10.2pp | 70.6%+26.5pp |
| Annual return | 17.05% | 33.29%-16.2pp | 28.80%-11.7pp | 31.21%-14.2pp |
| Employer contribution / active EE | $3,899 | $4,410-11.6% | $6,424-39.3% | $2,726+43.0% |
| Participant deferral / active EE | $5,314 | $7,300-27.2% | $9,132-41.8% | $4,648+14.3% |
| Admin fee / account holder | $68 | $256-73.5% | $13,907-99.5% | $430-84.3% |