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 | $74,863 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,606 | $47,126-22.3% | $149,673-75.5% | $74,419-50.8% |
| Participation rate | 96.7% | 63.4%+33.3pp | 78.8%+17.9pp | 70.7%+25.9pp |
| Annual return | 17.09% | 22.75%-5.7pp | 134.42%-117.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,944 | $1,905+2.0% | $4,818-59.6% | $2,637-26.3% |
| Participant deferral / active EE | $2,703 | $2,728-0.9% | $5,680-52.4% | $4,528-40.3% |
| Admin fee / account holder | $93 | $343-72.9% | $13,210-99.3% | $348-73.3% |