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 | $26,947 |
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 | $519,852 | $102,605+406.7% | $145,661+256.9% | $84,808+513.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 14.68% | 26.50%-11.8pp | 101.46%-86.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $32,135 | $3,325+866.5% | $4,238+658.3% | $2,631+1121.4% |
| Participant deferral / active EE | $22,549 | $5,750+292.1% | $7,198+213.2% | $4,212+435.4% |
| Admin fee / account holder | $234 | $8,758-97.3% | $12,466-98.1% | $7,344-96.8% |