Filed October 22, 2008 (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 06-1050034 | Contract Administrator | $35,943 |
PYA, P.C.2 years Service code 10 · EIN 62-1517792 | Accounting | $13,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,625 | $67,512+0.2% | $185,823-63.6% | $93,030-27.3% |
| Participation rate | 65.4% | 67.1%-1.7pp | 81.7%-16.3pp | 73.9%-8.5pp |
| Annual return | 12.65% | 21.04%-8.4pp | 122.05%-109.4pp | 158.70%-146.0pp |
| Employer contribution / active EE | $1,289 | $1,783-27.7% | $5,167-75.1% | $2,706-52.4% |
| Participant deferral / active EE | $3,053 | $3,035+0.6% | $5,568-45.2% | $4,562-33.1% |
| Admin fee / account holder | $22 | $318-93.1% | $16,237-99.9% | $152-85.6% |