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 | $233,671 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,789 | $112,686+22.3% | $169,993-18.9% | $80,160+71.9% |
| Participation rate | 95.0% | 87.4%+7.6pp | 87.0%+8.0pp | 72.9%+22.1pp |
| Annual return | 17.04% | 67.04%-50.0pp | 53.37%-36.3pp | 40.38%-23.3pp |
| Employer contribution / active EE | $2,902 | $4,481-35.2% | $6,785-57.2% | $2,978-2.6% |
| Participant deferral / active EE | $5,529 | $7,876-29.8% | $10,408-46.9% | $5,017+10.2% |
| Admin fee / account holder | $68 | $99-31.9% | $12,815-99.5% | $145-53.4% |