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.10+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $52,943 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $36,540 |
HUTCHINSON AND BLOODGOOD LLP2 years Filed as: HUTCHINSON & BLOODGOOD LLP Service code 10 · EIN 95-0858589 | Accounting | $22,750 |
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 | $421,275 | $122,239+244.6% | $184,200+128.7% | $74,546+465.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 14.72% | 19.95%-5.2pp | 28.80%-14.1pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $12,964 | $4,537+185.7% | $6,424+101.8% | $2,624+394.0% |
| Participant deferral / active EE | $17,407 | $7,139+143.8% | $9,132+90.6% | $4,347+300.4% |
| Admin fee / account holder | $398 | $1,260-68.4% | $13,907-97.1% | $1,944-79.5% |