Filed January 6, 2006
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 | $560,336 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,085 | $117,739+2.0% | $156,263-23.2% | $117,739+2.0% |
| Participation rate | 97.4% | 76.6%+20.7pp | 78.9%+18.4pp | 76.6%+20.7pp |
| Annual return | 18.35% | 17.29%+1.1pp | 59.47%-41.1pp | 17.29%+1.1pp |
| Employer contribution / active EE | $5,239 | $3,746+39.9% | $4,333+20.9% | $3,746+39.9% |
| Participant deferral / active EE | $7,559 | $6,128+23.3% | $6,158+22.7% | $6,128+23.3% |
| Admin fee / account holder | $56 | $112-49.8% | $14,255-99.6% | $112-49.8% |