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 | $29,124 |
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 | $382,899 | $90,745+321.9% | $130,231+194.0% | $75,163+409.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 16.01% | 34.45%-18.4pp | 38.77%-22.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $28,247 | $3,314+752.4% | $4,126+584.7% | $2,670+958.0% |
| Participant deferral / active EE | $19,294 | $5,362+259.8% | $6,799+183.8% | $4,125+367.7% |
| Admin fee / account holder | $237 | $6,331-96.3% | $6,020-96.1% | $5,651-95.8% |