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 | $3,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,534 | $65,435+241.6% | $86,677+157.9% | $66,914+234.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -12.93% | -10.89%-2.0pp | 35.91%-48.8pp | 1.58%-14.5pp |
| Employer contribution / active EE | $8,003 | $2,153+271.7% | $2,836+182.1% | $2,544+214.5% |
| Participant deferral / active EE | $13,805 | $4,100+236.7% | $4,656+196.5% | $4,237+225.8% |
| Admin fee / account holder | $19 | $642-97.1% | $7,493-99.8% | $593-96.9% |