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 | $2,524 |
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 | $469,629 | $65,409+618.0% | $98,442+377.1% | $85,850+447.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.31% | 21.76%-4.4pp | 1492.73%-1475.4pp | 318.53%-301.2pp |
| Employer contribution / active EE | $17,379 | $2,168+701.7% | $2,960+487.2% | $2,565+577.5% |
| Participant deferral / active EE | $14,532 | $3,166+358.9% | $4,276+239.8% | $3,952+267.7% |
| Admin fee / account holder | $31 | $4,593-99.3% | $5,949-99.5% | $6,260-99.5% |