Filed November 11, 1998
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 06-1050034 | Contract Administrator | $39,332 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $10,000 |
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 | $261,312 | $111,491+134.4% | $189,513+37.9% | $86,799+201.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 14.85% | 83.50%-68.6pp | 555.15%-540.3pp | 97.91%-83.1pp |
| Employer contribution / active EE | $6,277 | $3,951+58.9% | $6,162+1.9% | $2,405+161.0% |
| Participant deferral / active EE | $9,212 | $6,437+43.1% | $8,221+12.1% | $4,131+123.0% |
| Admin fee / account holder | $144 | $189-23.6% | $12,045-98.8% | $170-15.0% |