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 | $37,539 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,403 | $88,083+177.5% | $164,813+48.3% | $74,495+228.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 12.04% | 17.26%-5.2pp | 69.93%-57.9pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $9,127 | $2,593+252.0% | $4,341+110.3% | $2,623+248.0% |
| Participant deferral / active EE | $9,768 | $4,498+117.2% | $6,031+62.0% | $4,346+124.8% |
| Admin fee / account holder | $190 | $2,234-91.5% | $12,690-98.5% | $1,942-90.2% |