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 | $86,676 |
KEITER1 year Filed as: KEITER CPAS Service code 10 · EIN 54-1631262 | Accounting | $42,000 |
Filed as: KESTRA ADVISORY SERVICES Service code 10 · EIN 47-1566880 | Accounting | $24,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,429 | $106,028+13.6% | $146,958-18.1% | $77,643+55.1% |
| Participation rate | 73.8% | 78.4%-4.6pp | 82.2%-8.4pp | 70.6%+3.2pp |
| Annual return | 18.55% | 56.73%-38.2pp | 418.34%-399.8pp | 31.24%-12.7pp |
| Employer contribution / active EE | $1,474 | $4,063-63.7% | $4,933-70.1% | $2,726-45.9% |
| Participant deferral / active EE | $6,417 | $7,990-19.7% | $8,070-20.5% | $4,647+38.1% |
| Admin fee / account holder | $260 | $337-23.1% | $12,998-98.0% | $430-39.7% |