Filed October 31, 2001
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 06-1050034 | Contract Administrator | $250,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,228 | $95,918+59.7% | $151,611+1.1% | $77,904+96.7% |
| Participation rate | 99.2% | 88.7%+10.5pp | 87.5%+11.7pp | 73.7%+25.6pp |
| Annual return | -12.17% | -5.50%-6.7pp | 3.33%-15.5pp | 12.21%-24.4pp |
| Employer contribution / active EE | $3,588 | $4,330-17.1% | $6,166-41.8% | $2,848+26.0% |
| Participant deferral / active EE | $9,725 | $7,508+29.5% | $8,363+16.3% | $4,806+102.4% |
| Admin fee / account holder | $91 | $93-2.3% | $11,616-99.2% | $133-31.2% |