Filed February 18, 2004 (most recent of 2 filings on file)
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 | $142,278 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,942 | $45,000-2.4% | $143,757-69.4% | $77,904-43.6% |
| Participation rate | 91.3% | 66.8%+24.5pp | 80.3%+11.0pp | 73.7%+17.6pp |
| Annual return | -15.75% | 29.03%-44.8pp | -0.04%-15.7pp | 12.21%-28.0pp |
| Employer contribution / active EE | $1,669 | $1,870-10.7% | $4,951-66.3% | $2,848-41.4% |
| Participant deferral / active EE | $3,272 | $3,157+3.7% | $5,637-42.0% | $4,806-31.9% |
| Admin fee / account holder | $103 | $98+4.7% | $14,673-99.3% | $133-22.3% |