Filed November 5, 2008
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 | $11,211 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,818 | $54,705+250.6% | $71,209+169.4% | $84,808+126.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 12.82% | 35.90%-23.1pp | 282.51%-269.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $11,516 | $2,158+433.7% | $2,721+323.2% | $2,631+337.7% |
| Participant deferral / active EE | $9,873 | $3,030+225.8% | $4,175+136.5% | $4,212+134.4% |
| Admin fee / account holder | $129 | $4,863-97.3% | $5,349-97.6% | $7,344-98.2% |