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 | $33,240 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,202 | $86,655+110.3% | $119,609+52.3% | $66,914+172.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -16.37% | -8.00%-8.4pp | -14.97%-1.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $8,319 | $2,536+228.1% | $4,232+96.6% | $2,544+227.0% |
| Participant deferral / active EE | $8,550 | $4,358+96.2% | $5,602+52.6% | $4,237+101.8% |
| Admin fee / account holder | $160 | $755-78.8% | $10,323-98.5% | $593-73.1% |