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 | $18,828 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,045 | $100,923+156.7% | $150,045+72.6% | $74,304+248.6% |
| Participation rate | 98.4% | 70.1%+28.3pp | 82.3%+16.1pp | 60.3%+38.0pp |
| Annual return | 15.12% | 51.77%-36.6pp | 62.55%-47.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $4,496 | $3,463+29.8% | $4,693-4.2% | $2,241+100.6% |
| Participant deferral / active EE | $8,423 | $6,709+25.5% | $7,997+5.3% | $3,767+123.6% |
| Admin fee / account holder | $56 | $2,767-98.0% | $13,435-99.6% | $2,969-98.1% |