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 | $29,139 |
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 | $198,091 | $81,474+143.1% | $133,956+47.9% | $73,488+169.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 14.41% | 19.40%-5.0pp | 45.09%-30.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $6,949 | $2,209+214.5% | $3,919+77.3% | $2,270+206.1% |
| Participant deferral / active EE | $7,453 | $3,786+96.8% | $5,048+47.7% | $3,740+99.3% |
| Admin fee / account holder | $139 | $713-80.4% | $8,927-98.4% | $513-72.8% |