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 | $17,042 |
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 | $29,064 | $52,293-44.4% | $178,490-83.7% | $73,409-60.4% |
| Participation rate | 63.6% | 65.3%-1.8pp | 81.9%-18.4pp | 72.2%-8.6pp |
| Annual return | 21.96% | 34.75%-12.8pp | 151.07%-129.1pp | 59.29%-37.3pp |
| Employer contribution / active EE | $623 | $1,735-64.1% | $5,011-87.6% | $2,234-72.1% |
| Participant deferral / active EE | $1,323 | $2,332-43.3% | $5,202-74.6% | $3,805-65.2% |
| Admin fee / account holder | $135 | $127+5.7% | $13,984-99.0% | $158-14.7% |