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 | $34,561 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,481 | $93,182+125.9% | $146,665+43.5% | $79,386+165.1% |
| Participation rate | 98.7% | 76.4%+22.2pp | 80.1%+18.6pp | 70.7%+28.0pp |
| Annual return | 13.59% | 21.61%-8.0pp | 22.74%-9.2pp | 116.85%-103.3pp |
| Employer contribution / active EE | $7,641 | $2,420+215.8% | $4,136+84.7% | $2,427+214.8% |
| Participant deferral / active EE | $7,879 | $4,169+89.0% | $5,506+43.1% | $4,046+94.7% |
| Admin fee / account holder | $156 | $585-73.4% | $10,280-98.5% | $626-75.1% |