Filed December 29, 2011 (most recent of 3 filings on file)
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 35-1140070 | Contract Administrator | $52,840 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,434 | $110,699-25.5% | $177,821-53.6% | $90,288-8.7% |
| Participation rate | 97.1% | 88.3%+8.7pp | 87.7%+9.3pp | 73.4%+23.7pp |
| Annual return | 13.29% | 22.79%-9.5pp | 48.32%-35.0pp | 53.97%-40.7pp |
| Employer contribution / active EE | $2,657 | $4,118-35.5% | $5,918-55.1% | $2,524+5.3% |
| Participant deferral / active EE | $4,430 | $6,731-34.2% | $7,714-42.6% | $4,232+4.7% |
| Admin fee / account holder | $22 | $90-75.6% | $12,427-99.8% | $114-80.8% |