Filed November 9, 2005 (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 | $11,840 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,485 | $82,546+8.4% | $140,016-36.1% | $75,289+18.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -5.30% | -0.36%-4.9pp | 651.12%-656.4pp | -0.04%-5.3pp |
| Employer contribution / active EE | $2,517 | $3,856-34.7% | $5,606-55.1% | $2,405+4.7% |
| Participant deferral / active EE | $6,133 | $5,731+7.0% | $6,927-11.5% | $3,739+64.0% |
| Admin fee / account holder | $10 | $86-88.8% | $10,705-99.9% | $102-90.7% |