Filed February 16, 2006
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 | $8,267 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,867 | $78,485+48.9% | $106,213+10.0% | $74,495+56.9% |
| Participation rate | 97.6% | 72.8%+24.8pp | 75.3%+22.3pp | 67.2%+30.4pp |
| Annual return | 15.03% | 15.95%-0.9pp | 116.14%-101.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $2,910 | $2,523+15.4% | $3,171-8.2% | $2,623+10.9% |
| Participant deferral / active EE | $7,644 | $4,322+76.8% | $5,016+52.4% | $4,346+75.9% |
| Admin fee / account holder | $52 | $2,232-97.7% | $11,033-99.5% | $1,942-97.3% |