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 | $51,638+271.5% | $68,368+180.6% | $82,448+132.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 12.82% | 37.53%-24.7pp | 292.57%-279.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $11,516 | $2,047+462.7% | $2,649+334.7% | $2,551+351.4% |
| Participant deferral / active EE | $9,873 | $2,914+238.9% | $4,123+139.5% | $4,139+138.5% |
| Admin fee / account holder | $129 | $4,643-97.2% | $5,150-97.5% | $7,234-98.2% |