Filed February 29, 1996
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 |
|---|---|---|
TRI-AD ACTUARIES, INC.11+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $55,570 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $44,943 |
HUTCHINSON AND BLOODGOOD LLP3 years Filed as: HUTCHINSON & BLOODGOOD LLP Service code 10 · EIN 95-0858589 | Accounting | $16,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $497,992 | $132,049+277.1% | $200,582+148.3% | $74,304+570.2% |
| Participation rate | 97.2% | 84.1%+13.1pp | 86.9%+10.3pp | 60.3%+36.8pp |
| Annual return | 21.94% | 22.22%-0.3pp | 42.33%-20.4pp | 29.43%-7.5pp |
| Employer contribution / active EE | $12,944 | $4,558+184.0% | $6,419+101.7% | $2,241+477.6% |
| Participant deferral / active EE | $16,907 | $7,213+134.4% | $9,331+81.2% | $3,767+348.8% |
| Admin fee / account holder | $385 | $2,405-84.0% | $16,305-97.6% | $2,969-87.0% |