Filed October 18, 2004
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 | $19,373 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,976 | $160,882-39.7% | $200,582-51.7% | $102,872-5.7% |
| Participation rate | 98.7% | 91.2%+7.5pp | 86.9%+11.8pp | 73.0%+25.6pp |
| Annual return | 23.08% | 18.15%+4.9pp | 42.33%-19.3pp | 19.06%+4.0pp |
| Employer contribution / active EE | $0 | $5,602-100.0% | $6,419-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $0 | $9,300-100.0% | $9,331-100.0% | $5,535-100.0% |
| Admin fee / account holder | $11 | $125-91.4% | $16,305-99.9% | $292-96.3% |