Filed October 25, 2004
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 | $4,356 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,899 | $50,199-22.5% | $70,092-44.5% | $66,914-41.9% |
| Participation rate | 84.2% | 66.3%+17.8pp | 70.5%+13.7pp | 69.8%+14.4pp |
| Annual return | -17.65% | -13.85%-3.8pp | 190.73%-208.4pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,511 | $1,864-18.9% | $2,559-41.0% | $2,544-40.6% |
| Participant deferral / active EE | $1,949 | $3,112-37.4% | $3,849-49.4% | $4,237-54.0% |
| Admin fee / account holder | $37 | $600-93.8% | $6,267-99.4% | $593-93.8% |