Filed September 23, 2002
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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 13 · EIN 16-1503696 | Contract Administrator | $19,633 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,525 | $125,758-0.2% | $169,993-26.2% | $75,163+67.0% |
| Participation rate | 97.8% | 83.6%+14.3pp | 87.0%+10.9pp | 67.2%+30.7pp |
| Annual return | -1.16% | 27.20%-28.4pp | 53.37%-54.5pp | 160.62%-161.8pp |
| Employer contribution / active EE | $5,867 | $4,615+27.1% | $6,785-13.5% | $2,670+119.7% |
| Participant deferral / active EE | $6,918 | $6,837+1.2% | $10,408-33.5% | $4,125+67.7% |
| Admin fee / account holder | $1 | $8,173-100.0% | $12,815-100.0% | $5,651-100.0% |