Filed June 14, 2006 (most recent of 5 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 | $55,994 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,771 | $89,739+243.0% | $149,718+105.6% | $62,292+394.1% |
| Participation rate | 99.0% | 85.1%+13.9pp | 87.1%+12.0pp | 69.5%+29.5pp |
| Annual return | 16.42% | 21.01%-4.6pp | 1501.63%-1485.2pp | 28.90%-12.5pp |
| Employer contribution / active EE | $11,295 | $3,233+249.4% | $5,445+107.4% | $2,042+453.1% |
| Participant deferral / active EE | $12,983 | $4,797+170.6% | $6,569+97.6% | $3,169+309.7% |
| Admin fee / account holder | $207 | $551-62.5% | $11,283-98.2% | $479-56.9% |