Filed October 18, 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 | $82,594 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $43,499 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,262 | $58,234+484.3% | $81,783+316.1% | $80,874+320.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 18.76% | 41.70%-22.9pp | 775.05%-756.3pp | 35.62%-16.9pp |
| Employer contribution / active EE | $19,083 | $2,341+715.0% | $2,913+555.2% | $2,756+592.5% |
| Participant deferral / active EE | $17,494 | $3,283+432.9% | $4,320+304.9% | $4,297+307.1% |
| Admin fee / account holder | $677 | $4,982-86.4% | $7,380-90.8% | $6,935-90.2% |