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 | $1,804 |
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 | $388,252 | $60,124+545.7% | $90,404+329.5% | $79,858+386.2% |
| Participation rate | 75.3% | 65.0%+10.3pp | 72.7%+2.6pp | 69.6%+5.7pp |
| Annual return | 13.91% | 71.94%-58.0pp | 1293.02%-1279.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $11,824 | $2,068+471.8% | $3,262+262.5% | $2,471+378.5% |
| Participant deferral / active EE | $10,083 | $2,938+243.2% | $3,963+154.4% | $3,740+169.6% |
| Admin fee / account holder | $22 | $3,976-99.4% | $5,611-99.6% | $5,306-99.6% |