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 | $29,010 |
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 | $103,781 | $62,928+64.9% | $172,739-39.9% | $67,579+53.6% |
| Participation rate | 96.3% | 64.5%+31.8pp | 82.6%+13.6pp | 71.3%+25.0pp |
| Annual return | 20.02% | 30.36%-10.3pp | 802.84%-782.8pp | 378.56%-358.5pp |
| Employer contribution / active EE | $2,449 | $1,636+49.7% | $5,143-52.4% | $2,148+14.0% |
| Participant deferral / active EE | $6,693 | $2,145+212.1% | $5,198+28.8% | $3,539+89.1% |
| Admin fee / account holder | $79 | $167-52.7% | $13,954-99.4% | $142-44.6% |