Filed October 24, 2006 (most recent of 5 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 | $38,910 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,373 | $148,978+22.4% | $200,582-9.1% | $84,808+115.0% |
| Participation rate | 96.7% | 84.2%+12.5pp | 86.9%+9.9pp | 68.3%+28.4pp |
| Annual return | 21.55% | 28.16%-6.6pp | 42.33%-20.8pp | 40.90%-19.3pp |
| Employer contribution / active EE | $5,871 | $4,815+21.9% | $6,419-8.5% | $2,631+123.1% |
| Participant deferral / active EE | $5,992 | $7,142-16.1% | $9,331-35.8% | $4,212+42.3% |
| Admin fee / account holder | $318 | $13,977-97.7% | $16,305-98.0% | $7,344-95.7% |