Filed May 5, 2005
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 41-0417830 | Contract Administrator | $51,819 |
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,011 | $79,519-62.3% | $95,952-68.7% | $73,409-59.1% |
| Participation rate | 92.7% | 81.2%+11.5pp | 77.1%+15.6pp | 72.2%+20.5pp |
| Annual return | 160.19% | 19.20%+141.0pp | 91.61%+68.6pp | 59.29%+100.9pp |
| Employer contribution / active EE | $391 | $2,048-80.9% | $2,541-84.6% | $2,234-82.5% |
| Participant deferral / active EE | $3,005 | $4,138-27.4% | $4,167-27.9% | $3,805-21.0% |
| Admin fee / account holder | $165 | $184-10.2% | $6,795-97.6% | $158+4.8% |