Filed April 22, 2002
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 | $15,817 |
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 | $187,282 | $60,795+208.1% | $69,455+169.6% | $65,185+187.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 25.65% | 17.46%+8.2pp | 28.97%-3.3pp | 29.38%-3.7pp |
| Employer contribution / active EE | $11,777 | $2,452+380.3% | $2,779+323.8% | $2,177+441.1% |
| Participant deferral / active EE | $10,428 | $3,162+229.8% | $3,535+195.0% | $3,514+196.8% |
| Admin fee / account holder | $99 | $314-68.4% | $3,839-97.4% | $847-88.3% |