Filed March 20, 2002 (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 9-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 42-0127290 | Contract Administrator | $230,326 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,927 | $95,918+32.3% | $151,611-16.3% | $77,904+62.9% |
| Participation rate | 96.2% | 88.7%+7.4pp | 87.5%+8.7pp | 73.7%+22.5pp |
| Annual return | -14.74% | -5.50%-9.2pp | 3.33%-18.1pp | 12.21%-26.9pp |
| Employer contribution / active EE | $2,844 | $4,330-34.3% | $6,166-53.9% | $2,848-0.1% |
| Participant deferral / active EE | $5,474 | $7,508-27.1% | $8,363-34.5% | $4,806+13.9% |
| Admin fee / account holder | $68 | $93-27.6% | $11,616-99.4% | $133-49.0% |