Filed July 10, 2007
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 7-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 | $25 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $495,364 | $88,770+458.0% | $109,143+353.9% | $93,030+432.5% |
| Participation rate | 99.9% | 81.5%+18.4pp | 75.9%+24.0pp | 73.9%+26.0pp |
| Annual return | 35.61% | 60.64%-25.0pp | 25.75%+9.9pp | 158.70%-123.1pp |
| Employer contribution / active EE | $24,194 | $3,780+540.1% | $3,722+550.0% | $2,706+794.2% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $6,752-100.0% | $152-100.0% |