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 | $3,806 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,923 | $56,423-16.8% | $77,163-39.2% | $71,457-34.3% |
| Participation rate | 88.5% | 64.3%+24.1pp | 69.6%+18.9pp | 67.9%+20.5pp |
| Annual return | 17.02% | 19.05%-2.0pp | 37.87%-20.8pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,684 | $1,866-9.7% | $2,535-33.6% | $2,588-34.9% |
| Participant deferral / active EE | $2,264 | $3,142-27.9% | $3,833-40.9% | $4,289-47.2% |
| Admin fee / account holder | $34 | $1,429-97.6% | $5,472-99.4% | $1,587-97.9% |