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 | $58,817 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,783 | $104,317+24.4% | $159,436-18.6% | $86,799+49.5% |
| Participation rate | 71.9% | 77.7%-5.8pp | 82.8%-10.9pp | 72.3%-0.4pp |
| Annual return | 16.68% | 26.32%-9.6pp | 263.57%-246.9pp | 97.91%-81.2pp |
| Employer contribution / active EE | $1,262 | $3,451-63.4% | $4,829-73.9% | $2,405-47.5% |
| Participant deferral / active EE | $4,842 | $6,837-29.2% | $7,352-34.1% | $4,131+17.2% |
| Admin fee / account holder | $138 | $172-19.8% | $10,799-98.7% | $170-18.6% |