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 | $19,608 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,541 | $100,801+23.6% | $149,696-16.8% | $73,409+69.7% |
| Participation rate | 74.2% | 77.7%-3.5pp | 82.5%-8.3pp | 72.2%+2.0pp |
| Annual return | 21.46% | 265.34%-243.9pp | 276.60%-255.1pp | 59.29%-37.8pp |
| Employer contribution / active EE | $1,067 | $3,312-67.8% | $4,644-77.0% | $2,234-52.2% |
| Participant deferral / active EE | $4,594 | $6,404-28.3% | $6,842-32.8% | $3,805+20.7% |
| Admin fee / account holder | $51 | $181-71.8% | $9,309-99.5% | $158-67.7% |