Filed July 12, 2006
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 | $194,835 |
Annual investment return 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 | $137,764 | $112,623+22.3% | $106,213+29.7% | $199,593-31.0% |
| Participation rate | 99.4% | 86.2%+13.1pp | 75.3%+24.1pp | 72.0%+27.4pp |
| Annual return | 11.86% | 15.57%-3.7pp | 116.14%-104.3pp | 34.25%-22.4pp |
| Employer contribution / active EE | $5,617 | $4,575+22.8% | $3,171+77.1% | $3,034+85.1% |
| Participant deferral / active EE | $7,689 | $6,659+15.5% | $5,016+53.3% | $5,087+51.2% |
| Admin fee / account holder | $94 | $107-11.8% | $11,033-99.1% | $269-64.9% |