Filed March 25, 2004
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 | $4,658 |
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 | $100,069 | $86,922+15.1% | $102,438-2.3% | $80,874+23.7% |
| Participation rate | 89.3% | 72.4%+17.0pp | 76.5%+12.8pp | 67.6%+21.7pp |
| Annual return | 13.53% | 18.90%-5.4pp | 29.37%-15.8pp | 35.62%-22.1pp |
| Employer contribution / active EE | $2,527 | $2,369+6.6% | $3,024-16.4% | $2,756-8.3% |
| Participant deferral / active EE | $4,811 | $4,119+16.8% | $5,054-4.8% | $4,297+12.0% |
| Admin fee / account holder | $42 | $8,050-99.5% | $9,448-99.6% | $6,935-99.4% |