Filed December 1, 2003 (most recent of 2 filings on file)
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 | $38,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,639 | $152,281-98.3% | $106,213-97.5% | $99,062-97.3% |
| Participation rate | 57.2% | 92.2%-35.0pp | 75.3%-18.1pp | 71.6%-14.4pp |
| Annual return | 25.33% | 15.00%+10.3pp | 116.14%-90.8pp | 17.66%+7.7pp |
| Employer contribution / active EE | $0 | $5,348-100.0% | $3,171-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $0 | $8,206-100.0% | $5,016-100.0% | $5,331-100.0% |
| Admin fee / account holder | $6 | $77-92.4% | $11,033-99.9% | $109-94.6% |