Filed November 5, 1993
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 | $40,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,174 | $44,626+30.4% | $86,188-32.5% | $80,160-27.4% |
| Participation rate | 99.0% | 63.5%+35.5pp | 69.0%+30.1pp | 72.9%+26.1pp |
| Annual return | 17.80% | 19.61%-1.8pp | 1168.45%-1150.6pp | 40.38%-22.6pp |
| Employer contribution / active EE | $3,954 | $1,099+259.9% | $2,380+66.1% | $2,978+32.8% |
| Participant deferral / active EE | $4,348 | $2,769+57.1% | $3,985+9.1% | $5,017-13.3% |
| Admin fee / account holder | $19 | $133-85.9% | $6,852-99.7% | $145-87.1% |