Filed October 18, 2004 (most recent of 2 filings on file)
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 | $1,447 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $344,606 | $54,762+529.3% | $90,281+281.7% | $72,985+372.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 25.05% | 30.63%-5.6pp | 78.10%-53.1pp | 81.00%-56.0pp |
| Employer contribution / active EE | $15,949 | $2,092+662.2% | $2,854+458.8% | $2,440+553.7% |
| Participant deferral / active EE | $13,173 | $2,887+356.3% | $3,885+239.0% | $3,607+265.2% |
| Admin fee / account holder | $17 | $3,972-99.6% | $5,351-99.7% | $5,124-99.7% |