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 | $84,448 |
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 | $430,410 | $98,982+334.8% | $162,163+165.4% | $65,185+560.3% |
| Participation rate | 98.7% | 85.8%+12.9pp | 87.6%+11.1pp | 70.2%+28.5pp |
| Annual return | 20.85% | 24.84%-4.0pp | 115.59%-94.7pp | 29.38%-8.5pp |
| Employer contribution / active EE | $22,329 | $3,467+544.1% | $5,614+297.8% | $2,177+925.8% |
| Participant deferral / active EE | $14,121 | $5,384+162.3% | $7,298+93.5% | $3,514+301.9% |
| Admin fee / account holder | $286 | $596-52.0% | $10,843-97.4% | $847-66.2% |