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 | $66,552 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,087 | $95,274-21.2% | $135,903-44.7% | $74,419+0.9% |
| Participation rate | 99.1% | 78.2%+20.9pp | 81.9%+17.2pp | 70.7%+28.4pp |
| Annual return | 17.34% | 32.77%-15.4pp | 68.23%-50.9pp | 34.38%-17.0pp |
| Employer contribution / active EE | $5,064 | $3,874+30.7% | $4,856+4.3% | $2,637+92.0% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $212 | $266-20.5% | $10,762-98.0% | $348-39.2% |