Filed August 1, 1996 (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 | $60,549 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,381 | $111,608+36.5% | $177,821-14.3% | $73,409+107.6% |
| Participation rate | 98.3% | 87.9%+10.5pp | 87.7%+10.6pp | 72.2%+26.1pp |
| Annual return | 16.30% | 18.23%-1.9pp | 48.32%-32.0pp | 59.29%-43.0pp |
| Employer contribution / active EE | $3,142 | $3,796-17.2% | $5,918-46.9% | $2,234+40.7% |
| Participant deferral / active EE | $9,435 | $6,199+52.2% | $7,714+22.3% | $3,805+147.9% |
| Admin fee / account holder | $101 | $166-39.0% | $12,427-99.2% | $158-36.0% |