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 | $67,990 |
Service code 17 · EIN 47-1411118 | Pension Consulting | $13,915 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,907 | $102,197-63.9% | $142,449-74.1% | $74,419-50.4% |
| Participation rate | 95.1% | 79.8%+15.2pp | 76.8%+18.3pp | 70.7%+24.3pp |
| Annual return | 18.76% | 19.73%-1.0pp | 19.99%-1.2pp | 34.38%-15.6pp |
| Employer contribution / active EE | $5,273 | $5,052+4.4% | $4,847+8.8% | $2,637+99.9% |
| Participant deferral / active EE | $3,857 | $6,304-38.8% | $6,283-38.6% | $4,528-14.8% |
| Admin fee / account holder | $91 | $186-51.2% | $10,011-99.1% | $348-74.0% |