Filed August 16, 2010 (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 | $58,695 |
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 | $343,921 | $96,484+256.5% | $156,263+120.1% | $74,304+362.9% |
| Participation rate | 95.0% | 67.7%+27.3pp | 78.9%+16.1pp | 60.3%+34.7pp |
| Annual return | 14.03% | 17.73%-3.7pp | 59.47%-45.4pp | 29.43%-15.4pp |
| Employer contribution / active EE | $19,181 | $2,528+658.6% | $4,333+342.7% | $2,241+755.9% |
| Participant deferral / active EE | $15,055 | $4,286+251.3% | $6,158+144.5% | $3,767+299.6% |
| Admin fee / account holder | $242 | $3,728-93.5% | $14,255-98.3% | $2,969-91.8% |