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 | $70,312 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,932 | $95,274+16.4% | $135,903-18.4% | $74,419+49.1% |
| Participation rate | 71.0% | 78.2%-7.2pp | 81.9%-10.9pp | 70.7%+0.2pp |
| Annual return | 20.01% | 32.77%-12.8pp | 68.23%-48.2pp | 34.38%-14.4pp |
| Employer contribution / active EE | $1,367 | $3,874-64.7% | $4,856-71.9% | $2,637-48.2% |
| Participant deferral / active EE | $5,708 | $7,782-26.7% | $7,758-26.4% | $4,528+26.0% |
| Admin fee / account holder | $132 | $266-50.4% | $10,762-98.8% | $348-62.1% |