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 | $105,124 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,746 | $88,890+115.7% | $102,423+87.2% | $77,643+147.0% |
| Participation rate | 96.3% | 80.9%+15.4pp | 76.5%+19.8pp | 70.6%+25.7pp |
| Annual return | 15.27% | 24.98%-9.7pp | 29.32%-14.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $4,571 | $2,698+69.4% | $3,023+51.2% | $2,726+67.7% |
| Participant deferral / active EE | $7,837 | $5,145+52.3% | $5,053+55.1% | $4,647+68.6% |
| Admin fee / account holder | $161 | $235-31.8% | $9,451-98.3% | $430-62.7% |