Filed October 6, 2009 (most recent of 2 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 9-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 | $3,184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,335 | $47,126-46.2% | $149,673-83.1% | $74,419-66.0% |
| Participation rate | 66.0% | 63.4%+2.6pp | 78.8%-12.8pp | 70.7%-4.7pp |
| Annual return | 27.07% | 22.75%+4.3pp | 134.42%-107.4pp | 34.38%-7.3pp |
| Employer contribution / active EE | $505 | $1,905-73.5% | $4,818-89.5% | $2,637-80.8% |
| Participant deferral / active EE | $1,452 | $2,728-46.8% | $5,680-74.4% | $4,528-67.9% |
| Admin fee / account holder | $120 | $343-65.1% | $13,210-99.1% | $348-65.6% |