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 | $34,761 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,971 | $53,136-45.5% | $155,509-81.4% | $199,593-85.5% |
| Participation rate | 10.6% | 64.1%-53.5pp | 78.2%-67.6pp | 72.0%-61.4pp |
| Annual return | 13.38% | 41.15%-27.8pp | 64.67%-51.3pp | 34.25%-20.9pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $391 | $3,161-87.6% | $5,626-93.1% | $5,087-92.3% |
| Admin fee / account holder | $99 | $185-46.6% | $15,912-99.4% | $269-63.2% |