Filed June 28, 1995
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 | $120,967 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,855 | $72,254+92.2% | $86,677+60.2% | $64,808+114.3% |
| Participation rate | 79.0% | 80.4%-1.4pp | 76.6%+2.4pp | 71.5%+7.5pp |
| Annual return | -14.18% | 392.42%-406.6pp | 35.91%-50.1pp | 32.82%-47.0pp |
| Employer contribution / active EE | $3,039 | $2,393+27.0% | $2,836+7.1% | $2,506+21.3% |
| Participant deferral / active EE | $5,278 | $4,658+13.3% | $4,656+13.4% | $4,310+22.4% |
| Admin fee / account holder | $163 | $174-6.5% | $7,493-97.8% | $188-13.4% |