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 | $379,432 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,639 | $59,339-31.5% | $149,673-72.8% | $103,482-60.7% |
| Participation rate | 70.6% | 70.2%+0.4pp | 78.8%-8.2pp | 73.3%-2.7pp |
| Annual return | 18.16% | 77.78%-59.6pp | 134.42%-116.3pp | 33.11%-15.0pp |
| Employer contribution / active EE | $2,250 | $2,178+3.3% | $4,818-53.3% | $3,208-29.9% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $5,680-100.0% | $5,207-100.0% |
| Admin fee / account holder | $56 | $103-45.6% | $13,210-99.6% | $114-50.9% |