Filed October 18, 2004
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 | $32,808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,986 | $50,127-30.2% | $149,673-76.6% | $80,160-56.4% |
| Participation rate | 9.2% | 64.3%-55.1pp | 78.8%-69.6pp | 72.9%-63.7pp |
| Annual return | 17.54% | 29.82%-12.3pp | 134.42%-116.9pp | 40.38%-22.8pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $313 | $3,194-90.2% | $5,680-94.5% | $5,017-93.8% |
| Admin fee / account holder | $118 | $153-22.9% | $13,210-99.1% | $145-18.8% |