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 8-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 | $7,118 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,659 | $60,323+114.9% | $81,812+58.5% | $74,495+74.1% |
| Participation rate | 97.3% | 62.9%+34.4pp | 72.3%+25.0pp | 67.2%+30.1pp |
| Annual return | 14.18% | 16.90%-2.7pp | 773.79%-759.6pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $3,855 | $2,620+47.1% | $2,912+32.4% | $2,623+47.0% |
| Participant deferral / active EE | $6,636 | $3,387+95.9% | $4,319+53.7% | $4,346+52.7% |
| Admin fee / account holder | $35 | $1,486-97.7% | $7,386-99.5% | $1,942-98.2% |