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 | $101,317+184.3% | $146,958+96.0% | $74,495+286.7% |
| Participation rate | 91.2% | 75.5%+15.7pp | 82.2%+9.0pp | 67.2%+24.0pp |
| Annual return | 16.83% | 8730.91%-8714.1pp | 418.34%-401.5pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $7,900 | $3,810+107.3% | $4,933+60.1% | $2,623+201.2% |
| Participant deferral / active EE | $15,112 | $7,303+106.9% | $8,070+87.3% | $4,346+247.7% |
| Admin fee / account holder | $203 | $1,739-88.3% | $12,998-98.4% | $1,942-89.5% |