Filed February 10, 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 | $1,136 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,181 | $51,197+91.8% | $82,719+18.7% | $66,914+46.7% |
| Participation rate | 88.0% | 67.8%+20.2pp | 72.6%+15.4pp | 69.8%+18.2pp |
| Annual return | -15.68% | -9.64%-6.0pp | 701.18%-716.9pp | 1.58%-17.3pp |
| Employer contribution / active EE | $9,030 | $2,611+245.9% | $3,009+200.1% | $2,544+254.9% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $12 | $416-97.2% | $5,329-99.8% | $593-98.0% |