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 | $22,446 |
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 | $81,443 | $60,124+35.5% | $90,404-9.9% | $79,858+2.0% |
| Participation rate | 80.7% | 65.0%+15.7pp | 72.7%+8.0pp | 69.6%+11.0pp |
| Annual return | 14.66% | 71.94%-57.3pp | 1293.02%-1278.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,119 | $2,068+2.5% | $3,262-35.0% | $2,471-14.2% |
| Participant deferral / active EE | $4,987 | $2,938+69.7% | $3,963+25.8% | $3,740+33.3% |
| Admin fee / account holder | $214 | $3,976-94.6% | $5,611-96.2% | $5,306-96.0% |