Filed July 6, 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.
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 | $8,963 |
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 | $47,055 | $136,307-65.5% | $177,821-73.5% | $73,488-36.0% |
| Participation rate | 90.2% | 86.1%+4.1pp | 87.7%+2.5pp | 70.7%+19.5pp |
| Annual return | 23.80% | 18.68%+5.1pp | 48.32%-24.5pp | 28.51%-4.7pp |
| Employer contribution / active EE | $2,410 | $3,712-35.1% | $5,918-59.3% | $2,270+6.2% |
| Participant deferral / active EE | $6,229 | $5,829+6.9% | $7,714-19.3% | $3,740+66.6% |
| Admin fee / account holder | $106 | $596-82.2% | $12,427-99.1% | $513-79.4% |