Filed June 26, 2013 (most recent of 2 filings on file)
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 35-0472300 | Contract Administrator | $29,529 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,248 | $50,815-52.3% | $155,509-84.4% | $77,643-68.8% |
| Participation rate | 98.6% | 63.1%+35.5pp | 78.2%+20.5pp | 70.6%+28.1pp |
| Annual return | 11.21% | 34.80%-23.6pp | 64.67%-53.5pp | 31.24%-20.0pp |
| Employer contribution / active EE | $2,832 | $1,993+42.1% | $4,672-39.4% | $2,726+3.9% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $56 | $437-87.2% | $15,912-99.6% | $430-87.1% |