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 | $236,406 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,391 | $122,693+24.2% | $184,203-17.3% | $199,593-23.6% |
| Participation rate | 95.7% | 86.8%+8.9pp | 86.8%+8.9pp | 72.0%+23.7pp |
| Annual return | 14.59% | 143.91%-129.3pp | 28.81%-14.2pp | 34.25%-19.7pp |
| Employer contribution / active EE | $3,041 | $4,584-33.7% | $6,427-52.7% | $3,034+0.2% |
| Participant deferral / active EE | $5,822 | $7,990-27.1% | $9,131-36.2% | $5,087+14.4% |
| Admin fee / account holder | $68 | $121-43.4% | $13,901-99.5% | $269-74.6% |