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 | $25,220 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,270 | $65,409+44.1% | $98,442-4.2% | $85,850+9.8% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.3%+1.7pp | 69.3%+5.7pp |
| Annual return | 13.35% | 21.76%-8.4pp | 1492.73%-1479.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,900 | $2,168-12.3% | $2,960-35.8% | $2,565-25.9% |
| Participant deferral / active EE | $5,680 | $3,166+79.4% | $4,276+32.8% | $3,952+43.7% |
| Admin fee / account holder | $250 | $4,593-94.6% | $5,949-95.8% | $6,260-96.0% |