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 | $28,220 |
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 | $443,091 | $96,128+360.9% | $136,007+225.8% | $80,856+448.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.16% | 28.71%-16.5pp | 579.32%-567.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $30,317 | $3,351+804.6% | $4,217+619.0% | $2,755+1000.5% |
| Participant deferral / active EE | $21,694 | $5,709+280.0% | $7,025+208.8% | $4,296+405.0% |
| Admin fee / account holder | $243 | $8,236-97.0% | $6,858-96.5% | $6,918-96.5% |