Filed August 20, 2002
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 | $54,936 |
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 | $96,800 | $104,317-7.2% | $159,436-39.3% | $86,799+11.5% |
| Participation rate | 99.8% | 77.7%+22.1pp | 82.8%+17.0pp | 72.3%+27.5pp |
| Annual return | 13.07% | 26.32%-13.3pp | 263.57%-250.5pp | 97.91%-84.8pp |
| Employer contribution / active EE | $4,412 | $3,451+27.9% | $4,829-8.6% | $2,405+83.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $139 | $172-19.4% | $10,799-98.7% | $170-18.2% |