Filed January 6, 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 | $26,760 |
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 | $168,200 | $86,332+94.8% | $125,175+34.4% | $65,185+158.0% |
| Participation rate | 85.2% | 75.3%+9.9pp | 79.8%+5.4pp | 70.2%+15.0pp |
| Annual return | 21.80% | 27.43%-5.6pp | 43.79%-22.0pp | 29.38%-7.6pp |
| Employer contribution / active EE | $5,599 | $2,040+174.5% | $3,865+44.8% | $2,177+157.2% |
| Participant deferral / active EE | $5,578 | $3,537+57.7% | $4,937+13.0% | $3,514+58.7% |
| Admin fee / account holder | $125 | $609-79.5% | $9,702-98.7% | $847-85.2% |