Filed October 22, 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 | $22,461 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,946 | $54,762+29.6% | $90,281-21.4% | $72,985-2.8% |
| Participation rate | 78.1% | 65.1%+13.0pp | 73.3%+4.9pp | 69.5%+8.6pp |
| Annual return | 21.20% | 30.63%-9.4pp | 78.10%-56.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $2,015 | $2,092-3.7% | $2,854-29.4% | $2,440-17.4% |
| Participant deferral / active EE | $4,661 | $2,887+61.5% | $3,885+20.0% | $3,607+29.2% |
| Admin fee / account holder | $206 | $3,972-94.8% | $5,351-96.1% | $5,124-96.0% |