Filed June 8, 2000
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 41-0417830 | Contract Administrator | $27,942 |
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 | $33,490 | $46,966-28.7% | $185,117-81.9% | $69,631-51.9% |
| Participation rate | 94.8% | 65.3%+29.5pp | 77.3%+17.5pp | 70.7%+24.1pp |
| Annual return | 19.99% | 22.36%-2.4pp | 40.50%-20.5pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $1,501 | $1,360+10.4% | $4,182-64.1% | $2,032-26.1% |
| Participant deferral / active EE | $3,468 | $3,017+15.0% | $5,045-31.3% | $3,224+7.6% |
| Admin fee / account holder | $65 | $94-31.1% | $8,159-99.2% | $110-41.4% |