Filed September 15, 1993
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 | $8,821 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,061 | $119,446+49.1% | $150,045+18.7% | $85,563+108.1% |
| Participation rate | 99.4% | 75.4%+23.9pp | 82.3%+17.1pp | 66.0%+33.4pp |
| Annual return | 11.72% | 23.72%-12.0pp | 62.55%-50.8pp | 31.51%-19.8pp |
| Employer contribution / active EE | $4,579 | $4,078+12.3% | $4,693-2.4% | $2,654+72.5% |
| Participant deferral / active EE | $9,467 | $7,985+18.6% | $7,997+18.4% | $4,375+116.4% |
| Admin fee / account holder | $17 | $548-96.9% | $13,435-99.9% | $834-97.9% |