Filed March 13, 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 17 · EIN 13-5674085 | Pension Consulting | $44,921 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,564 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,684 | $91,372-11.7% | $129,995-37.9% | $74,419+8.4% |
| Participation rate | 97.3% | 77.8%+19.5pp | 78.5%+18.8pp | 70.7%+26.6pp |
| Annual return | 13.40% | 23.21%-9.8pp | -137.18%+150.6pp | 34.38%-21.0pp |
| Employer contribution / active EE | $2,972 | $2,563+15.9% | $4,320-31.2% | $2,637+12.7% |
| Participant deferral / active EE | $6,744 | $4,721+42.9% | $5,820+15.9% | $4,528+48.9% |
| Admin fee / account holder | $220 | $283-22.3% | $10,614-97.9% | $348-36.7% |