Filed August 28, 1
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 | $262,319 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,370 | $104,697+50.3% | $96,544+63.0% | $80,160+96.3% |
| Participation rate | 93.6% | 86.4%+7.2pp | 76.0%+17.6pp | 72.9%+20.6pp |
| Annual return | 59.38% | 21.78%+37.6pp | 25.84%+33.5pp | 40.38%+19.0pp |
| Employer contribution / active EE | $2,439 | $3,536-31.0% | $2,965-17.7% | $2,978-18.1% |
| Participant deferral / active EE | $8,091 | $6,188+30.8% | $4,851+66.8% | $5,017+61.3% |
| Admin fee / account holder | $104 | $107-2.7% | $8,252-98.7% | $145-28.3% |