Filed February 12, 1998
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 | $43,166 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,308 | $65,435+148.0% | $86,677+87.3% | $66,914+142.6% |
| Participation rate | 93.1% | 75.5%+17.6pp | 76.6%+16.5pp | 69.8%+23.3pp |
| Annual return | -17.09% | -10.89%-6.2pp | 35.91%-53.0pp | 1.58%-18.7pp |
| Employer contribution / active EE | $5,713 | $2,153+165.4% | $2,836+101.4% | $2,544+124.6% |
| Participant deferral / active EE | $7,635 | $4,100+86.2% | $4,656+64.0% | $4,237+80.2% |
| Admin fee / account holder | $156 | $642-75.6% | $7,493-97.9% | $593-73.6% |