Filed November 17, 2004
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 06-1050034 | Contract Administrator | $3,090 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,658 | $73,638+199.7% | $95,952+130.0% | $73,488+200.3% |
| Participation rate | 97.2% | 76.2%+21.1pp | 77.1%+20.1pp | 70.7%+26.5pp |
| Annual return | 13.42% | 16.78%-3.4pp | 91.61%-78.2pp | 28.51%-15.1pp |
| Employer contribution / active EE | $7,401 | $1,863+297.2% | $2,541+191.3% | $2,270+226.0% |
| Participant deferral / active EE | $13,180 | $3,617+264.4% | $4,167+216.3% | $3,740+252.4% |
| Admin fee / account holder | $19 | $482-96.0% | $6,795-99.7% | $513-96.2% |