Filed March 29, 1
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 | $129,392 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,741 | $160,882+70.8% | $200,582+37.0% | $102,872+167.1% |
| Participation rate | 97.6% | 91.2%+6.4pp | 86.9%+10.7pp | 73.0%+24.6pp |
| Annual return | 15.64% | 18.15%-2.5pp | 42.33%-26.7pp | 19.06%-3.4pp |
| Employer contribution / active EE | $7,511 | $5,602+34.1% | $6,419+17.0% | $3,526+113.0% |
| Participant deferral / active EE | $12,029 | $9,300+29.3% | $9,331+28.9% | $5,535+117.3% |
| Admin fee / account holder | $33 | $125-73.6% | $16,305-99.8% | $292-88.7% |