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 42-0127290 | Contract Administrator | $206,276 |
Service code 49 · EIN 81-4017137 | Other Services | $10,012 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,384 | $129,021+31.3% | $184,203-8.0% | $77,643+118.2% |
| Participation rate | 98.4% | 87.3%+11.0pp | 86.8%+11.6pp | 70.6%+27.8pp |
| Annual return | 13.08% | 33.27%-20.2pp | 28.81%-15.7pp | 31.24%-18.2pp |
| Employer contribution / active EE | $7,409 | $4,413+67.9% | $6,427+15.3% | $2,726+171.8% |
| Participant deferral / active EE | $7,849 | $7,297+7.6% | $9,131-14.0% | $4,647+68.9% |
| Admin fee / account holder | $162 | $254-36.2% | $13,901-98.8% | $430-62.4% |