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) | $5,206 |
BENEFITS, INC.3+ years Filed as: BENEFITS INC. Service code 22 · EIN 39-1458932 | Insurance Broker | $3,975 |
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 | $43,080 | $64,909-33.6% | $82,313-47.7% | $62,292-30.8% |
| Participation rate | 79.7% | 74.9%+4.8pp | 76.9%+2.8pp | 69.5%+10.2pp |
| Annual return | 18.42% | 21.18%-2.8pp | 25.88%-7.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $780 | $1,676-53.5% | $2,428-67.9% | $2,042-61.8% |
| Participant deferral / active EE | $5,155 | $3,103+66.1% | $3,706+39.1% | $3,169+62.7% |
| Admin fee / account holder | $61 | $440-86.1% | $5,608-98.9% | $479-87.2% |