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 | $7,048 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,101 | $62,127-21.0% | $81,382-39.7% | $74,495-34.1% |
| Participation rate | 83.6% | 64.0%+19.6pp | 69.5%+14.1pp | 67.2%+16.4pp |
| Annual return | 13.02% | 16.48%-3.5pp | 24.73%-11.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,156 | $1,882-38.6% | $2,463-53.1% | $2,623-55.9% |
| Participant deferral / active EE | $2,132 | $3,229-34.0% | $3,883-45.1% | $4,346-50.9% |
| Admin fee / account holder | $62 | $1,934-96.8% | $5,768-98.9% | $1,942-96.8% |