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 | $32,114 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,230 | $129,021-72.7% | $184,203-80.9% | $77,643-54.6% |
| Participation rate | 98.8% | 87.3%+11.5pp | 86.8%+12.0pp | 70.6%+28.3pp |
| Annual return | 13.79% | 33.27%-19.5pp | 28.81%-15.0pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,681 | $4,413-61.9% | $6,427-73.8% | $2,726-38.3% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $28 | $254-88.8% | $13,901-99.8% | $430-93.4% |