Filed April 14, 2006 (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 42-0127290 | Contract Administrator | $51,279 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,927 | $84,487+98.8% | $125,339+34.0% | $66,914+151.0% |
| Participation rate | 97.9% | 76.4%+21.5pp | 82.4%+15.6pp | 69.8%+28.1pp |
| Annual return | -16.67% | -8.39%-8.3pp | 572.05%-588.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $3,802 | $3,553+7.0% | $4,814-21.0% | $2,544+49.5% |
| Participant deferral / active EE | $7,231 | $6,781+6.6% | $7,446-2.9% | $4,237+70.7% |
| Admin fee / account holder | $188 | $685-72.5% | $10,010-98.1% | $593-68.2% |