Filed November 29, 2005
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 | $435,460 |
Filed as: RIVERSIDE HEALTH SYSTEM Service code 27 · EIN 52-1241840 | Advisory (Plan) | $66,647 |
Filed as: WORTH HIGGINS & ASSOCIAT Service code 13 · EIN 54-0880197 | Contract Administrator | $5,526 |
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 | $35,207 | $52,346-32.7% | $143,757-75.5% | $78,044-54.9% |
| Participation rate | 71.5% | 72.7%-1.2pp | 80.3%-8.8pp | 74.4%-2.9pp |
| Annual return | -17.64% | -14.19%-3.5pp | -0.04%-17.6pp | 10.87%-28.5pp |
| Employer contribution / active EE | $2,140 | $2,131+0.4% | $4,951-56.8% | $3,125-31.5% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,637-100.0% | $5,084-100.0% |
| Admin fee / account holder | $77 | $63+21.3% | $14,673-99.5% | $79-2.5% |