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 | $5,748 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,838 | $101,317-78.4% | $146,958-85.1% | $74,495-70.7% |
| Participation rate | 86.6% | 75.5%+11.0pp | 82.2%+4.4pp | 67.2%+19.4pp |
| Annual return | 13.01% | 8730.91%-8717.9pp | 418.34%-405.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $3,229 | $3,810-15.2% | $4,933-34.5% | $2,623+23.1% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $25 | $1,739-98.5% | $12,998-99.8% | $1,942-98.7% |