Filed October 18, 2004 (most recent of 2 filings on file)
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 | $181,693 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,460 | $40,984-42.8% | $90,951-74.2% | $93,223-74.8% |
| Participation rate | 18.2% | 59.7%-41.5pp | 69.0%-50.8pp | 74.9%-56.7pp |
| Annual return | 18.19% | 17.56%+0.6pp | 134.60%-116.4pp | 19.29%-1.1pp |
| Employer contribution / active EE | $282 | $840-66.5% | $2,122-86.7% | $2,680-89.5% |
| Participant deferral / active EE | $518 | $1,856-72.1% | $3,373-84.7% | $4,563-88.7% |
| Admin fee / account holder | $86 | $75+13.9% | $5,959-98.6% | $79+8.0% |