Filed November 14, 2002
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 35-1140070 | Contract Administrator | $2,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,576 | $53,127-33.0% | $86,590-58.9% | $70,131-49.3% |
| Participation rate | 69.7% | 65.3%+4.4pp | 73.5%-3.8pp | 69.5%+0.2pp |
| Annual return | 21.75% | 27.66%-5.9pp | 964.84%-943.1pp | 73.14%-51.4pp |
| Employer contribution / active EE | $2,124 | $2,068+2.7% | $2,839-25.2% | $2,342-9.3% |
| Participant deferral / active EE | $2,853 | $2,696+5.8% | $3,609-20.9% | $3,332-14.4% |
| Admin fee / account holder | $24 | $3,585-99.3% | $4,906-99.5% | $4,645-99.5% |