Filed March 31, 2000
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 | $190,219 |
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 | $34,287 | $38,963-12.0% | $71,796-52.2% | $329,111-89.6% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.1%+30.9pp | 67.9%+32.1pp |
| Annual return | 7.35% | 9.85%-2.5pp | 78.04%-70.7pp | 16.35%-9.0pp |
| Employer contribution / active EE | $1,764 | $758+132.7% | $1,924-8.4% | $2,303-23.4% |
| Participant deferral / active EE | $2,874 | $1,286+123.5% | $2,794+2.8% | $3,682-21.9% |
| Admin fee / account holder | $17 | $50-67.1% | $4,815-99.7% | $754-97.8% |