Filed December 10, 1999
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 | $144,369 |
MERCER2+ years Service code 16 · EIN 30-0282430 | Consulting | $33,000 |
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 | $20,608 | $22,291-7.5% | $69,182-70.2% | $63,975-67.8% |
| Participation rate | 100.0% | 35.3%+64.7pp | 55.1%+44.9pp | 71.1%+28.9pp |
| Annual return | 7.07% | 9.30%-2.2pp | -21.93%+29.0pp | 48.65%-41.6pp |
| Employer contribution / active EE | $674 | $325+107.2% | $1,206-44.1% | $2,182-69.1% |
| Participant deferral / active EE | $2,406 | $808+197.9% | $1,897+26.8% | $3,356-28.3% |
| Admin fee / account holder | $118 | $73+61.3% | $2,697-95.6% | $70+67.2% |