Filed May 4, 2005
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 |
|---|---|---|
Filed as: FIRST PARTY ADMINISTRATORS Service code 13 · EIN 46-2023154 | Contract Administrator | $23,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,177 | $62,928-61.6% | $172,739-86.0% | $67,579-64.2% |
| Participation rate | 67.8% | 64.5%+3.4pp | 82.6%-14.8pp | 71.3%-3.4pp |
| Annual return | 21.72% | 30.36%-8.6pp | 802.84%-781.1pp | 378.56%-356.8pp |
| Employer contribution / active EE | $706 | $1,636-56.9% | $5,143-86.3% | $2,148-67.1% |
| Participant deferral / active EE | $1,305 | $2,145-39.2% | $5,198-74.9% | $3,539-63.1% |
| Admin fee / account holder | $153 | $167-8.2% | $13,954-98.9% | $142+7.5% |