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 | $426,629 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,774 | $67,679-35.3% | $155,509-71.9% | $99,062-55.8% |
| Participation rate | 72.9% | 67.2%+5.7pp | 78.2%-5.3pp | 71.6%+1.3pp |
| Annual return | 13.52% | 16.16%-2.6pp | 64.67%-51.1pp | 17.66%-4.1pp |
| Employer contribution / active EE | $2,306 | $2,268+1.6% | $4,672-50.7% | $3,262-29.3% |
| Participant deferral / active EE | $0 | $3,828-100.0% | $5,626-100.0% | $5,331-100.0% |
| Admin fee / account holder | $60 | $94-36.5% | $15,912-99.6% | $109-45.4% |