Filed November 14, 2003
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 | $23,697 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,170 | $37,196+153.2% | $154,107-38.9% | $55,725+69.0% |
| Participation rate | 97.1% | 64.1%+33.0pp | 83.0%+14.0pp | 70.9%+26.2pp |
| Annual return | -6.20% | 1319.68%-1325.9pp | 735.12%-741.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $2,473 | $1,614+53.2% | $5,298-53.3% | $2,078+19.0% |
| Participant deferral / active EE | $6,471 | $2,068+212.9% | $5,081+27.4% | $3,356+92.9% |
| Admin fee / account holder | $69 | $102-32.2% | $13,411-99.5% | $115-40.2% |