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 | $79,016 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,254 | $111,491+53.6% | $189,513-9.6% | $86,799+97.3% |
| Participation rate | 97.8% | 87.3%+10.5pp | 87.8%+10.0pp | 72.3%+25.5pp |
| Annual return | 14.04% | 83.50%-69.5pp | 555.15%-541.1pp | 97.91%-83.9pp |
| Employer contribution / active EE | $3,260 | $3,951-17.5% | $6,162-47.1% | $2,405+35.5% |
| Participant deferral / active EE | $10,399 | $6,437+61.6% | $8,221+26.5% | $4,131+151.7% |
| Admin fee / account holder | $99 | $189-47.7% | $12,045-99.2% | $170-41.8% |