Filed December 6, 2005
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 7-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 | $6,617 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,606 | $106,028-41.9% | $146,958-58.1% | $77,643-20.7% |
| Participation rate | 84.2% | 78.4%+5.8pp | 82.2%+2.0pp | 70.6%+13.6pp |
| Annual return | 28.52% | 56.73%-28.2pp | 418.34%-389.8pp | 31.24%-2.7pp |
| Employer contribution / active EE | $3,809 | $4,063-6.2% | $4,933-22.8% | $2,726+39.8% |
| Participant deferral / active EE | $4,207 | $7,990-47.4% | $8,070-47.9% | $4,647-9.5% |
| Admin fee / account holder | $33 | $337-90.3% | $12,998-99.7% | $430-92.4% |