Filed October 18, 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 | $1,481 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,300 | $73,004-73.6% | $90,749-78.7% | $68,494-71.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -14.59% | -13.81%-0.8pp | -12.16%-2.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,235 | $2,193-43.7% | $2,921-57.7% | $2,596-52.4% |
| Participant deferral / active EE | $614 | $3,627-83.1% | $4,564-86.5% | $4,027-84.7% |
| Admin fee / account holder | $9 | $5,896-99.9% | $8,445-99.9% | $5,403-99.8% |