Filed December 28, 2001
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 26 · EIN 71-0294708 | Advisory (Participants) | $5,936 |
BENEFITS, INC.2+ years Filed as: BENEFITS INC. Service code 22 · EIN 39-1458932 | Insurance Broker | $4,130 |
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 | $39,166 | $60,165-34.9% | $74,183-47.2% | $55,167-29.0% |
| Participation rate | 85.7% | 74.2%+11.6pp | 76.6%+9.1pp | 69.0%+16.7pp |
| Annual return | 9.30% | 10.00%-0.7pp | 17.74%-8.4pp | 169.23%-159.9pp |
| Employer contribution / active EE | $666 | $1,600-58.3% | $2,370-71.9% | $1,963-66.1% |
| Participant deferral / active EE | $5,561 | $2,973+87.1% | $3,550+56.7% | $3,054+82.1% |
| Admin fee / account holder | $69 | $419-83.6% | $5,586-98.8% | $504-86.3% |