Filed April 10, 2003
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 | $15,184 |
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 | $334,315 | $83,427+300.7% | $115,756+188.8% | $68,494+388.1% |
| Participation rate | 97.2% | 71.9%+25.3pp | 77.1%+20.1pp | 67.9%+29.3pp |
| Annual return | -14.80% | -10.95%-3.9pp | 143.14%-157.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $26,873 | $3,075+774.0% | $3,793+608.6% | $2,596+935.1% |
| Participant deferral / active EE | $18,133 | $5,355+238.6% | $6,254+190.0% | $4,027+350.3% |
| Admin fee / account holder | $123 | $5,708-97.8% | $8,124-98.5% | $5,403-97.7% |