Filed November 10, 1999
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 | $55,292 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,063 | $101,499+183.8% | $147,005+96.0% | $74,546+286.4% |
| Participation rate | 91.2% | 75.5%+15.7pp | 82.2%+9.0pp | 67.2%+24.0pp |
| Annual return | 16.83% | 8732.34%-8715.5pp | 418.76%-401.9pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $7,900 | $3,811+107.3% | $4,934+60.1% | $2,624+201.0% |
| Participant deferral / active EE | $15,112 | $7,304+106.9% | $8,070+87.3% | $4,347+247.6% |
| Admin fee / account holder | $203 | $1,748-88.4% | $13,006-98.4% | $1,944-89.5% |