Filed February 1, 2013 (most recent of 2 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 | $73,284 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,117 | $46,292-28.5% | $143,757-77.0% | $64,808-48.9% |
| Participation rate | 97.5% | 64.2%+33.3pp | 80.3%+17.2pp | 71.5%+26.1pp |
| Annual return | -16.58% | -10.05%-6.5pp | -0.04%-16.5pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,789 | $1,910-6.3% | $4,951-63.9% | $2,506-28.6% |
| Participant deferral / active EE | $2,762 | $2,646+4.4% | $5,637-51.0% | $4,310-35.9% |
| Admin fee / account holder | $95 | $154-38.5% | $14,673-99.4% | $188-49.6% |