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 | $37,953 |
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 | $27,967 | $72,482-61.4% | $129,110-78.3% | $64,808-56.8% |
| Participation rate | 96.2% | 79.2%+17.0pp | 77.3%+19.0pp | 71.5%+24.7pp |
| Annual return | -19.91% | -9.08%-10.8pp | -10.94%-9.0pp | 32.82%-52.7pp |
| Employer contribution / active EE | $2,698 | $4,247-36.5% | $5,052-46.6% | $2,506+7.7% |
| Participant deferral / active EE | $2,995 | $5,679-47.3% | $6,542-54.2% | $4,310-30.5% |
| Admin fee / account holder | $47 | $144-67.1% | $14,302-99.7% | $188-74.7% |