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 | $59,396 |
Service code 17 · EIN 47-1411118 | Pension Consulting | $12,220 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,198 | $96,486+8.0% | $153,485-32.1% | $77,643+34.2% |
| Participation rate | 97.0% | 81.6%+15.3pp | 77.1%+19.9pp | 70.6%+26.4pp |
| Annual return | 16.66% | 14.44%+2.2pp | 15.65%+1.0pp | 31.24%-14.6pp |
| Employer contribution / active EE | $7,419 | $5,224+42.0% | $5,039+47.3% | $2,726+172.2% |
| Participant deferral / active EE | $6,440 | $6,609-2.6% | $6,757-4.7% | $4,647+38.6% |
| Admin fee / account holder | $187 | $182+2.3% | $12,724-98.5% | $430-56.6% |