Filed February 7, 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 15 · EIN 13-3689044 | Recordkeeping | $43,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $99,816 | $61,272+62.9% | $149,673-33.3% | $71,457+39.7% |
| Participation rate | 56.7% | 62.5%-5.8pp | 78.8%-22.1pp | 67.9%-11.2pp |
| Annual return | 17.48% | 35.85%-18.4pp | 134.42%-116.9pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,997 | $2,378-16.0% | $4,818-58.5% | $2,588-22.8% |
| Participant deferral / active EE | $3,896 | $2,917+33.6% | $5,680-31.4% | $4,289-9.2% |
| Admin fee / account holder | $234 | $1,261-81.5% | $13,210-98.2% | $1,587-85.3% |