Filed October 18, 2004 (most recent of 3 filings on file)
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 | $153,138 |
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 | $236,836 | $131,799+79.7% | $200,582+18.1% | $85,563+176.8% |
| Participation rate | 98.0% | 87.9%+10.1pp | 86.9%+11.1pp | 66.0%+32.0pp |
| Annual return | 10.30% | 21.59%-11.3pp | 42.33%-32.0pp | 31.51%-21.2pp |
| Employer contribution / active EE | $4,721 | $4,532+4.2% | $6,419-26.5% | $2,654+77.9% |
| Participant deferral / active EE | $8,563 | $7,702+11.2% | $9,331-8.2% | $4,375+95.7% |
| Admin fee / account holder | $0 | $235-100.0% | $16,305-100.0% | $834-100.0% |