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 | $33,279 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,556 | $82,978+168.2% | $129,995+71.2% | $71,457+211.5% |
| Participation rate | 99.3% | 74.1%+25.2pp | 78.5%+20.8pp | 67.9%+31.4pp |
| Annual return | 16.76% | 20.60%-3.8pp | -137.18%+153.9pp | 28.85%-12.1pp |
| Employer contribution / active EE | $8,609 | $2,622+228.4% | $4,320+99.3% | $2,588+232.7% |
| Participant deferral / active EE | $8,994 | $4,432+103.0% | $5,820+54.5% | $4,289+109.7% |
| Admin fee / account holder | $170 | $1,729-90.2% | $10,614-98.4% | $1,587-89.3% |