Filed April 23, 2002
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 4-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 | $160 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,350 | $55,453-61.5% | $170,442-87.5% | $62,292-65.7% |
| Participation rate | 89.9% | 66.4%+23.6pp | 83.6%+6.3pp | 69.5%+20.4pp |
| Annual return | 16.59% | 21.38%-4.8pp | 205.93%-189.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,349 | $2,164-37.6% | $5,433-75.2% | $2,042-33.9% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $120 | $455-73.6% | $13,880-99.1% | $479-74.9% |