Filed June 8, 2009
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 41-0417830 | Contract Administrator | $51,833 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,777 | $65,061-8.1% | $143,757-58.4% | $66,914-10.7% |
| Participation rate | 89.0% | 65.2%+23.8pp | 80.3%+8.7pp | 69.8%+19.2pp |
| Annual return | -13.09% | -11.14%-2.0pp | -0.04%-13.0pp | 1.58%-14.7pp |
| Employer contribution / active EE | $3,346 | $2,361+41.7% | $4,951-32.4% | $2,544+31.5% |
| Participant deferral / active EE | $3,429 | $2,919+17.5% | $5,637-39.2% | $4,237-19.1% |
| Admin fee / account holder | $237 | $502-52.8% | $14,673-98.4% | $593-60.1% |