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 | $54,646 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,275 | $48,698+21.7% | $93,606-36.7% | $199,593-70.3% |
| Participation rate | 99.1% | 63.5%+35.6pp | 68.7%+30.4pp | 72.0%+27.1pp |
| Annual return | 13.00% | 15.34%-2.3pp | 133.20%-120.2pp | 34.25%-21.3pp |
| Employer contribution / active EE | $3,850 | $1,135+239.2% | $2,420+59.1% | $3,034+26.9% |
| Participant deferral / active EE | $4,186 | $2,817+48.6% | $4,411-5.1% | $5,087-17.7% |
| Admin fee / account holder | $22 | $195-88.5% | $8,285-99.7% | $269-91.7% |