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 | $92,695 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,105 | $99,078+57.6% | $96,544+61.7% | $74,419+109.8% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.0%+4.0pp | 70.7%+9.3pp |
| Annual return | 16.93% | 22.48%-5.6pp | 25.84%-8.9pp | 34.38%-17.4pp |
| Employer contribution / active EE | $3,311 | $2,570+28.8% | $2,965+11.7% | $2,637+25.6% |
| Participant deferral / active EE | $5,788 | $4,933+17.3% | $4,851+19.3% | $4,528+27.8% |
| Admin fee / account holder | $126 | $225-44.1% | $8,252-98.5% | $348-63.9% |